Ceo/ Chief Compliance Officer · Lexington Financial/life Management, LLC
Dale E. Veitch
CRD 2412265 · Named on Form ADV at one SEC-registered adviser
At a glance
Lexington Financial/life Management, LLC, an SEC-registered wealth manager based in Nashville, TN with $107 million in regulatory assets, lists Dale E. Veitch on its Form ADV as Ceo/ Chief Compliance Officer, a control person.
Firms and roles
- Lexington Financial/life Management, LLCCeo/ Chief Compliance OfficerWealth manager · Nashville, TN · $107M in regulatory assets
AtlasMembers
Dale’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dale’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.