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Dale Camillo

LPL Financial LLC
23 Years of Experience
Ocala, FL
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Dale Camillo is a registered investment advisor at LPL Financial LLC, based in Ocala, FL, with 23 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

1107 E Silver Springs Blvd. #8, Ocala, FL, 34470

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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 2008
Settled
Customer Dispute
January 2008
Settled
Customer Dispute
September 2007
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
November 2007 - Present · 18 yrs 11 mos
LPL Financial LLC
September 2007 - Present · 19 yrs 1 mo
LPL Financial LLCBroker
September 2007 - Present · 19 yrs 1 mo
Previous Registrations
Banc of America Investment Services, INC.
April 2006 - September 2007 · 1 yr 5 mos
Banc of America Investment Services, INC.Broker
March 2006 - September 2007 · 1 yr 6 mos
A. G. Edwards & Sons, INC.
September 2003 - April 2006 · 2 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
August 2003 - April 2006 · 2 yrs 8 mos
State Registrations36 states
ALARAZCACOCTDCDEFLGAIDILINKYLAMAMDMEMIMNNCNHNJNMNVNYOHORPARISCTNTXVAVTWI
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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