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LPL Financial - The Office of Rob Dale, CFP®

Business Address:
7331 Office Park Place
Suite #300
Melbourne, FL 32940
Brevard County

Business Contact:
Robert Dale
Branch Manager
Contact LPL Financial - The Office of Rob Dale, CFP®

Veteran Owned Business | Army, Separated | Member since July 13th, 2009


LPL Financial - Melbourne Florida. I've been providing financial advice since 1993 and I am a CERTIFIED FINANCIAL PLANNER™ - Practitioner. I am a former U.S. Army Officer (Regular Army and Reserves). My military background provides me with a unique perspective when working with Military and U.S. Government employees and their benefits. I hold a BS degree in Business Administration from Florida Tech.

I've been providing financial advice since 1993 and I am a CERTIFIED FINANCIAL PLANNER - Practitioner. I am a former U.S. Army Officer (Regular Army and Reserves). My military background provides me with a unique perspective when working with Military and U.S. Government employees and their benefits. I hold a BS degree in Business Administration from Florida Tech.

Personal & Community Involvement -
I grew up in Brevard County and have two wonderful children. I have experience with numerous organizations to include the following:

•Devereux Florida, Past Chairman, Brevard Development Leadership Council •Former elected Supervisor, Viera East Community Development District •Founding Member, Board of Directors, Viera East Community Association (VECA) •Past President, Board of Directors, Big Brothers Big Sisters of Brevard Inc.
•Past member Central Brevard YMCA Board of Members •Former U.S. Army Reserve Officer

Areas of Specialty -
•Asset Allocation, Management, and Protection (investment planning) •Charitable and Planned Giving •Comprehensive financial planning •Elder Issues (long-term care, pre-mortem planning) •Employee Benefits (qualified plans, defined contribution plans, 401k plans) •Insurance (risk management, disability insurance) •Retirement Planning •Stocks and Bonds

Securities Licenses -
FINRA Series 7, 24, 63, 66
I am licensed to transact securities business with residents of the following states: CA, CO, FL, GA, IA, IL, IN, KY, NH, NJ, VA

Insurance Licenses (FL) -
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities.

Please mention you proudly found LPL Financial - The Office of Rob Dale, CFP® on Veteran Owned Business (VOB)!

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LPL Financial - The Office of Rob Dale, CFP® - Tagline/Slogan:
I work to improve my client's financial future quality of life. This means treating each client individually, since every client has unique circumstances.

Hours of Operation (Time Zone: Eastern)

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