Charles Craves
Charles Craves is a registered investment advisor at LPL Financial LLC, based in Clarkston, MI, with 40 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
8031 Ortonville Rd Ste 120, Clarkston, MI, 48348
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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 operates Encompass Financial Partners LLC and Professional Affiliation Program LLC as DBAs for his LPL business. He also sells fixed life insurance, long-term care, fixed annuities, and health insurance, and spends about 10-20% of his time as a theatre actor.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Ing Financial Partners, INC.Broker
Ing Financial Partners, INC
North American Financial Group, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Thomson Mckinnon Securities INC.Broker
State Registrations23 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.