Financial advisor
Dale Cebert
Now at LPL Financial · Cebert Wealth Advisors · The Villages, FL
Registered as DALE LAWRENCE CEBERT
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Cebert Wealth Advisors | Ameriprise Independent Advisors | LPL Financial | Lateral | May 20, 2026 | $1.0B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| LPL FINANCIAL LLC | Investment adviser | February 2, 2026 | Current |
| LPL FINANCIAL LLC | Broker-dealer | February 2, 2026 | Current |
| AMERIPRISE FINANCIAL SERVICES, LLC | Broker-dealer | August 16, 2018 | February 13, 2026 |
| AMERIPRISE FINANCIAL SERVICES, LLC | Investment adviser | August 15, 2018 | February 13, 2026 |
| FSC SECURITIES CORPORATION | Investment adviser | May 8, 2014 | August 21, 2018 |
| FSC SECURITIES CORPORATION | Broker-dealer | April 17, 2014 | August 21, 2018 |
| MORGAN STANLEY | Investment adviser | July 2, 2012 | April 2, 2014 |
| MORGAN STANLEY | Broker-dealer | June 18, 2012 | April 2, 2014 |
| NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) | Investment adviser | September 14, 2007 | June 18, 2012 |
| NATIONAL PLANNING CORPORATION | Broker-dealer | September 13, 2007 | June 18, 2012 |
| SECURITIES AMERICA, INC. | Broker-dealer | February 8, 2002 | September 18, 2007 |
| NATIONAL PLANNING CORPORATION | Broker-dealer | February 4, 2002 | February 12, 2002 |
| SECURITIES AMERICA ADVISORS, INC. | Investment adviser | September 13, 2000 | September 18, 2007 |
| SECURITIES AMERICA, INC. | Broker-dealer | August 3, 2000 | February 6, 2002 |
| CONSECO SECURITIES, INC. | Broker-dealer | August 5, 1998 | August 22, 2000 |
| CONSECO FINANCIAL SERVICES, INC. | Broker-dealer | February 20, 1998 | August 5, 1998 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.