Dale Cebert
Dale Cebert is a ChFC-designated registered investment advisor at LPL Financial LLC, based in The Villages, FL, with 28 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
2765 Brownwood Boulevard, The Villages, FL, 32163
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2024Regulatory
December 2013Regulatory
December 2007Other 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 LLCBroker
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Fsc Securities Corporation
Fsc Securities CorporationBroker
Morgan Stanley
Morgan StanleyBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Securities America, INC.Broker
National Planning CorporationBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Conseco Securities, INC.Broker
Conseco Financial Services, INC.Broker
State Registrations45 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.