Dale F Lavelle
Investment adviser representative at LPL Financial LLC
18 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- LPL Financial LLCAug 2024 to now
- UnemployedMay 2024 to Aug 2024
- North Atlantic Investment Partners , LLCAug 2022 to May 2024
- Raymond James Financial Services Advisors, IncAug 2022 to May 2024
- Raymond James Financial Services, IncAug 2022 to May 2024
- Wells Fargo Clearing Services LLCDec 2017 to Aug 2022
- Bank of America, NADec 2009 to Dec 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2008 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (MA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2426986
- Firm CRD
- 6413