user avatar

Dale Robinson

Advisor at LPL Financial

Updated today

Location

Wallace, NC

Credentials

CFP®, Series 63, Series 65

Industry experience

46 years

About

Dale Robinson is a CFP® professional with 46 years of industry experience, currently affiliated with LPL Financial since 2017. He previously worked at Cetera Advisors LLC from 2012 to 2017 and briefly at National Planning Corporation in 2017. Robinson also operates Robinson Wealth Management, LLC as a DBA for his LPL business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product activities.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

Wallace, NC

Most active in

Michigan · North Carolina · Texas · West Virginia

Work history

LPL Financial

2017 - Present (9 years)

National Planning Corporation

2017 - 2017 (1 year)

Cetera Advisors LLC

2012 - 2017 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Megan R

Series 66

Wallace, NC

Edward Jones

Megan Reeves is a financial advisor at Edward Jones with 19 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2006. Outside of her advisory role, she owns rental properties in Winnabow, North Carolina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
user avatar

Floyd J

Series 63, Series 65

Wallace, NC

Ameriprise

Floyd Johnson III is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Johnson operates his advisory business through ONIPA'A Enterprises, LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that incorporate income sources, Social Security strategies, and tax-efficient withdrawals. The firm delivers these services through a centralized consulting team using research, modeling, and algorithmic tools, alongside a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Christopher V

Series 63, Series 65, Series 66

Wallce, NC

LPL Financial

Christopher Vasques is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63, 65, and 66 designations and has previously worked at Lincoln Financial Securities Corporation and United Community Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")