DP
Dale Phillips
from Fortitude Family Office
Dale Phillips is a financial advisor based in Arizona, Scottsdale,
with 16 years of experience. Dale currently works for
Fortitude Family Office.
Dale maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Dale Phillips works at Fortitude Family Office
Fortitude Family Office is a financial advisory firm based in Scottsdale, Arizona. It currently has approximately $360,387,985 of assets under management and employs about 16 people. Fortitude Family Office uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
12 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and performance-based fees
Office location
8901 E. Pima Center Parkway, Suite 145, Scottsdale, Arizona, 85258
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