Charles Schilleci
Charles Schilleci is a CFP-designated registered investment advisor at LPL Financial LLC, based in Knoxville, TN, with 39 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
11826 Kingston Pike Suite 210, Knoxville, TN, 37934
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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 is dually-registered with Wealthcare Advisory Partners LLC and LPL Financial LLC, spending about half his time as an investment advisor representative and the rest as a registered representative. He is also a licensed independent insurance agent.
Employment History
Current Registrations
LPL Financial LLC
Wealthcare Advisory Partners LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Legg Mason Wood Walker, IncorporatedBroker
Nexus Financial Network, LLC
Commonwealth Financial NetworkBroker
American Express Service CorporationBroker
American Express Financial Advisors INC.Broker
State Registrations10 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.