Charles Pinchotti
Charles Pinchotti is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Monaca, PA, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2000 Beaver Avenue, Suite 3, Monaca, PA, 15061
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles sells auto, home, commercial, and life insurance, as well as fixed annuities through Beaver Valley Independent Insurance Group, LLC, dedicating approximately 60 hours per month to this activity. He also operates under the DBAs YTS Wealth Management and YOUR TOTAL SOLUTION WEALTH MANAGEMENT for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Allstate Financial Services, LLCBroker
Jefferson Pilot Securities CorporationBroker
Peb Financial Group, INC.Broker
Market Planners, INC.Broker
Allegheny Investments, LTD.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.