LPL Financial, The Office of Rob Dale, CFP®321-254-6404
CLOSED NOW - Closed
CLOSED NOW - Closed
7331 Office Park Pl Ste #300, Melbourne, FL 32940
7331 Office Park Pl Ste #300, Melbourne, FL 32940
EmailI do my best to improve my client’s future quality of life. This means treating each client individually, since every client has a unique set of circumstances. I pattern my financial advice to match each individual’s goals.
More Business Info
Today is the Beginning of your Future...Plan Ahead
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - Services/Products
- Asset Allocation/Wealth Management
- Retirement Planning
- Elder Issues (long-term care, pre-mortem planning)
- Comprehensive Financial Planning
- Employee Benefits (qualified plans, 401k plans)
- Insurance (life/disability insurance)
- ETFs, Stocks, Bonds, and Mutual Funds
- Financial Planning
- Payment method
- no credit cards
- Location
- Near the Brevard Zoo, just off Murrell Road.
- Neighborhood
- Viera South
- Amenities
- NA
- Accreditation
Robert Dale is a LPL Financial Advisor and a CERTIFIED FINANCIAL PLANNER TM practitioner.
- Associations
- Securities and advisory services offered through LPL Financial, a Registered Investment Advisor.Member FINRA/SIPC.
- AKA
LPL Financial
- Categories
- Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investments