Douglas Dailey

Douglas Dailey: Email & Phone Number

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Managing Member, Chief Compliance Officer, Investment Advisor Representative at Champlain Valley Financial Services, LLC|Burlington, Vermont, United States

Position:

Managing Member, Chief Compliance Officer, Investment Advisor Representative at Champlain Valley Financial Services, LLC

Location:

Burlington, Vermont, United States

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Last updated: 2024-06-25
Updated: 2024-06-25

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Work Experience 34 years

Managing Member, Chief Compliance Officer, Investment Advisor Representative at Champlain Valley Financial Services, LLC

Jan 2017 - Current

Registered Representative at IBN Financial Services, Inc.

Jan 2014 - Dec 2016

Registered Representative and Insurance Agent at NBT Insurance and Investment Consultants

Nov 2009 - Aug 2013

Registered Representative and Insurance Agent at Mang Advisors

Oct 2001 - Nov 2009

Registered Representative at Wilber National Bank

Sep 1997 - Mar 2001

Insurance and Investment Sales Representative at MetLife

Mar 1992 - Aug 1997

Their professional focus is Disability Income Insurance, Estate Planning, and Financial Planning across 3 core areas.

Education

Bachelor’s Degree at Rochester Institute of Technology

Douglas Dailey Namesakes

Name
Company
Position
Douglas Dailey
Associate Professor of Mathematics
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