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The Value of Independence

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As independent advisors, affiliated with LPL Financial – the nation’s largest independent Broker/Dealer*, we are able to focus solely on serving our clients’ needs and acting in their best interest at all times. We have no obligations to investment product manufacturers and no quotas or directives.

At LPL Financial we spend our time developing customized strategies for the unique challenges that our clients face. We are solely focused on their needs and understanding their individual financial objectives.

*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

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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
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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.

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