Adam Hale, CRPC®

Adam hale, crpc®

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location of Adam Hale, CRPC®Dallas-Fort Worth Metroplex
Phone number of Adam Hale, CRPC®+91 xxxx xxxxx
Followers of Adam Hale, CRPC®1000 followers
  • Timeline

    Jun 2006 - Sept 2010

    Minor League Baseball Player

    Houston Astros
    Sept 2009 - May 2014

    Baseball Instructor

    BreakAway Speed
    Jun 2013 - May 2014

    Financial Advisor

    IMG Financial Group
    May 2014 - Jul 2016

    Regional Marketing Specialist

    AIG
    Jul 2016 - Dec 2019

    Regional Director

    Protective Life
    Dec 2019 - Jan 2023

    Regional Vice President

    Symetra
    Current Company
    Jan 2023 - now

    Regional Vice President - Texas

    Delaware Life Insurance Company
  • About me

    Regional Vice President at Delaware Life Insurance

  • Education

    • Rice university

      2003 - 2007
    • Rice university

      2003 - 2013
      Sports management minor in business

      Activities and Societies: Member of Varsity Baseball Team 2003-2005

  • Experience

    • Houston astros

      Jun 2006 - Sept 2010
      Minor league baseball player

      Drafted in June 2006 by the Houston Astros as a pitcher. Greenville Astros relief pitcher 2006.

    • Breakaway speed

      Sept 2009 - May 2014
      Baseball instructor

      Baseball instructor and coach working with various age groups and skill levels from tee ball to select baseball, high school and college.

    • Img financial group

      Jun 2013 - May 2014
      Financial advisor

      IMG Financial Group, Inc. is a comprehensive and independent financial services firm headquartered in Houston, TX - with an additional office in the 1960/Champions area of Houston. IMG was founded in 1981 with the vision to serve the long-term risk and wealth management interests of clients. Thirty years later IMG's vision continues to be realized with a team of over 50 advisors and staff solely focused on providing clients with financial confidence and lasting value. Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. IMG Financial Group is independently owned and operated. #518271 and DOFU 04012012 Show less

    • Aig

      May 2014 - Jul 2016
      Regional marketing specialist

      Partnering with an external wholesaler to help financial advisors in the independent channel protect their clients retirement income and retire with peace of mind and dignity. Together, my external partner and I grew our territory by maintaining existing producer relationships and cultivating new producers. We achieved success through territory management, strategic marketing campaigns, value add client presentations and educational seminars.

    • Protective life

      Jul 2016 - Dec 2019
      Regional director

      Annuity Wholesaler for the Central Texas, Dallas and Oklahoma Territory.

    • Symetra

      Dec 2019 - Jan 2023
      Regional vice president

      Working with independent financial advisors in Texas, Oklahoma and Northern Louisiana. Registered Representative of Symetra Securities, Inc. (SSI). Securities are offered by Symetra Securities, Inc. and issued in all states other than New York by Symetra Life Insurance Company (SLIC) and in New York by First Symetra National Life Insurance Company of New York (FSNLICONY). SSI, FSNLICONY and SLIC are affiliated companies.

    • Delaware life insurance company

      Jan 2023 - now
      Regional vice president - texas

      Proudly partnering with Financial Representatives with Independent Broker Dealers and Financial Institutions in the state of Texas to help clients plan, protect, and grow their retirement income and assets. Variable products distributed through Clarendon Insurance Agency, Inc. (member FINRA), an affiliate of Delaware Life Insurance Company (Waltham, MA). [Delaware Life Marketing is an affiliate of both companies.] 230 Third Avenue, 6th Floor, Waltham, MA 02451. T: 781-790-8700. www.Finra.org Show less

  • Licenses & Certifications

    • Series 7- general securities representative

      Financial industry regulatory authority
    • Group one life and health insurance license

      Texas department of insurance
    • Chartered retirement plan counselor (crpc)

      College for financial planning
      Sept 2020
    • Series 63- uniform securities agent

      Financial industry regulatory authority
      Apr 2014