William Michael Dale
Investment adviser representative at Navy Federal Investment Services, LLC
21 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$2.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- Navy Federal Investment Services, LLCOct 2022 to now
- Navy Federal Financial Group, LLCOct 2022 to now
- 21st Century Technologies LLCAug 2019 to now
- UnemployedAug 2022 to Oct 2022
- USAA Life Insurance CompanyDec 2020 to Aug 2022
- USAA Investment Services CompanyJan 2018 to Aug 2022
- USAA Financial Planning ServicesAug 2005 to Dec 2020
- USAA Financial Advisors IncApr 2005 to Jun 2020
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (FL).
Navy Federal Investment Services, LLC
$2.1BAssets managed
7,424Clients
160Advisers
19 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
- 4956439
- Firm CRD
- 138459