Robert Dale is a CFP-designated registered investment advisor at LPL Financial LLC, based in Melbourne, FL, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
7331 Office Park Place, Ste 3, Melbourne, FL, 32940
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert leases up to five offices in a real estate rental office condo since 2002. He is also a supervisor for the Viera East Community Development District since 2020, dedicating a few hours per week to this non-profit board member role.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.