Skip to main content

  •  Tel: (321) 254-6404
  •  Toll Free:
  •  Fax: (321) 254-0800
  •  

  • About
  • Products and solutions 
    • Products and Services
    • Process
    • Asset Allocation
    • LPL Financial
    • The Value of Independents
  • Resources 
    • Market Insight
    • Weekly Market Commentary
    • Weekly Economic Commentary
    • Video Library
  • Blog
  • Contact

Proactive Planning

for a solid future

Helping You

manage the changing face of life

Our Mission

your success is our only mission

  Previous   Next

 

About Us

 

Services

 

Resources

 

Client Login

Home

  • Share on Facebook
  • Facebook Like

Our Approach

The vast wealth of data instantly available through an electronic medium like the Internet is truly making ours an information-based economy.

While many speculated that this information would simplify their lives, many more have found it is only making things more complicated.

Learn more...

 

7331 Office Park Place, Suite #300
Melbourne, FL
32940 United States

  •  Tel: (321) 254-6404
  •  Toll Free:
  •  Fax: (321) 254-0800
  •  robert.dale@lpl.com
  •  

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.


The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

© 2025 LPL Financial - The Office of Rob Dale, CFP®. All rights reserved.

Website Design For Financial Services Professionals