Ansley Dale
Investment adviser representative at Guidestone Advisors
10 yearsExperience
1 stateRegistered in
$2BFirm assets
17 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.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Guidestone AdvisorsJun 2026 to now
- Guidestone Financial ResourcesJun 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2024 to May 2026
- Baylor UniversityJun 2020 to Jul 2024
- Prestonwood Christian Academy.Jun 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Guidestone Advisors
Legal name: Guidestone Advisors, LLC
$2BAssets managed
2,089Clients
25Advisers
17 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
- 7953093
- Firm CRD
- 149624