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      LPL Financial, The Office of Rob Dale, CFP®

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      321-254-6404

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      Financial Planners, Financial Planning Consultants, Financial Services
      CLOSED NOW: 
      9:30 am - 4:30 pm
      Years In Business Icon
      32 Years
      in Business
      Details

      Today is the Beginning of your Future...Plan Ahead

      General Info

      I 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.

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 321-254-6404

      Address:
      7331 Office Park Pl Ste #300 Melbourne, FL 32940
      Email:

      Categories
      Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investments
      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 Options
      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

      Data provided by one or more of the following: Thryv, Data Axle, Yext.