Charles Mcmakin
Charles Mcmakin is a registered investment advisor at LPL Financial LLC, based in Baton Rouge, LA, with 42 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
10313 Jefferson Hwy Ste B, Baton Rouge, LA, 70809
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2004Regulatory
March 1991Other Business ActivitiesSells Insurance
Charles is involved in several business activities, including real estate rental, entities for tax/investment purposes, and DBAs for his LPL business. He also owns Altus Benefit Solutions, LLC, an insurance agency, and spends minimal time on non-variable insurance activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Sanders Morris Harris INC.
Sanders Morris Harris INC.Broker
Ifg Network Securities, INC.Broker
Mony Securities CORP.Broker
Fsc Securities CorporationBroker
A. G. Edwards & Sons, INC.Broker
State Registrations16 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.