RBC Capital Markets
44yrs
Top advisor by experience in Annapolis
12yrs
Robert Dailey
Financial advisor at LPL Financial
Robert Dailey has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Annapolis, Maryland. Robert has been with LPL Financial since 2026; before that, Robert spent 12 years at Valic Financial Advisors. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 473 advisors with offices in Annapolis, and one of 445 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office1000 Bestgate Rd Suite 300, Annapolis, MD 21401
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- May 2026 – nowLPL Financial LLCCurrent firm
- 2014 – 2026Valic Financial Advisors, Inc.Previously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call LPL Financial at 704-733-3300 and ask for Robert Dailey. Robert works from the Annapolis, MD office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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