Dale Camillo
Dale Camillo is a registered investment advisor at LPL Financial LLC, based in Ocala, FL, with 22 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
1107 E Silver Springs Blvd. #8, Ocala, FL, 34470
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2008Customer Dispute
January 2008Customer Dispute
September 2007Other Business ActivitiesSells Insurance
Dale spends about 5% of his time on non-variable insurance through Camillo Financial Services, Inc., including life, health, disability, long-term care, fixed annuities, and property & casualty insurance. He also owns Land Sea Or Air Travel, a home-based travel agency, and Camillo Financial Services Inc. for tax/investment purposes, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations36 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.