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Dale Cebert

LPL Financial LLC
28 Years of Experience
The Villages, FL
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Dale Cebert is a registered investment advisor at LPL Financial LLC, based in The Villages, FL, with 28 years of industry experience. Dale is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

11714 Northeast 62nd Terrace, Ste 100, The Villages, FL, 32162

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2024
Settled
Regulatory
December 2013
Final
Regulatory
December 2007
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Dale is an independent insurance broker since 2018, selling universal life insurance. Dale also engages in tax preparation and outside employment, dedicating minimal time to each.

Employment History
Current Registrations
LPL Financial LLC
February 2026 - Present · 9 mos
LPL Financial LLCBroker
February 2026 - Present · 9 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
August 2018 - February 2026 · 7 yrs 6 mos
Ameriprise Financial Services, LLC
August 2018 - February 2026 · 7 yrs 6 mos
Fsc Securities Corporation
May 2014 - August 2018 · 4 yrs 3 mos
Fsc Securities CorporationBroker
April 2014 - August 2018 · 4 yrs 4 mos
Morgan Stanley
July 2012 - April 2014 · 1 yr 9 mos
Morgan StanleyBroker
June 2012 - April 2014 · 1 yr 10 mos
National Planning Corporation ("npc of America" in Fl & Ny)
September 2007 - June 2012 · 4 yrs 9 mos
National Planning CorporationBroker
September 2007 - June 2012 · 4 yrs 9 mos
Securities America, INC.Broker
February 2002 - September 2007 · 5 yrs 7 mos
National Planning CorporationBroker
February 2002 - February 2002 · 0 mos
Securities America Advisors, INC.
September 2000 - September 2007 · 7 yrs
Securities America, INC.Broker
August 2000 - February 2002 · 1 yr 6 mos
Conseco Securities, INC.Broker
August 1998 - August 2000 · 2 yrs
Conseco Financial Services, INC.Broker
February 1998 - August 1998 · 6 mos
State Registrations48 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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Dale Cebert - Financial Advisor | TrueAdvisor