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Derek B

Series 63, Series 65

Melbourne, FL

LPL Financial

Derek Boucher is a financial advisor with LPL Financial in Melbourne, FL, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior roles include over 15 years with Ameriprise and Ameriprise Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Seth R

CFP®, Series 63, Series 66

Melbourne, FL

LPL Financial

Seth Riddle is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial since 2009. Prior to joining LPL, he spent 16 years at Space Coast Credit Union. He also holds a leadership role as Vice President at Huddleston, Robbins and Riddle, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and corporations. The firm offers diverse financial planning and advisory programs, utilizing both discretionary and non-discretionary management alongside research and model portfolios from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Robert D

CFP®, Series 63, Series 66

Melbourne, FL

LPL Financial

Robert Dale is a CFP®-designated financial advisor with LPL Financial, where he has worked since 1997, totaling 33 years of industry experience. Based in Melbourne, FL, he serves clients through one of the largest independent broker-dealers in the industry. Dale also serves as an elected supervisor on the board of the Viera East Community Development District, a special-purpose government entity managing community assets and services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of portfolio strategies supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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