Dale Edward Veitch
Investment adviser representative at Lexington Financial/life Management, LLC
21 yearsExperience
3 statesRegistered in
$106.8MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- Lexington Financial/life Management, LLCOct 2018 to now
- Lexington Investment Consulting, LLCAug 2010 to now
- Lexington Family Office Services, LLCNov 2005 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 3 states (FL, NC, TN).
Lexington Financial/life Management, LLC
$106.8MAssets managed
44Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2412265
- Firm CRD
- 127618