TrueAdvisor
TrueAdvisor
AB
AB

Albert Blakes

LPL Enterprise, LLC
34 Years of Experience
Mt. Pleasant, SC
1 DisclosureBroker
View SEC Summary
View SEC Summary

Albert Blakes is a registered investment advisor at LPL Enterprise, LLC, based in Mt. Pleasant, SC, with 34 years of industry experience. Albert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.

LPL Enterprise, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3138 advisors
Number of Clients
102,563 clients
Average Client Portfolio
$243K average
Assets Under Management
$24.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

884 Allbritton Boulevard, Suite 205, Mt. Pleasant, SC, 29464

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2000
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
LPL Enterprise, LLC
July 2026 - Present · 3 mos
LPL Enterprise, LLCBroker
July 2026 - Present · 3 mos
Previous Registrations
RBC Capital Markets, LLC
October 2009 - September 2024 · 14 yrs 11 mos
RBC Capital Markets, LLCBroker
October 2009 - September 2024 · 14 yrs 11 mos
J. B. Hanauer & CO.
July 2003 - October 2009 · 6 yrs 3 mos
J. B. Hanauer & CO.Broker
October 2002 - October 2009 · 7 yrs
Sws Financial ServicesBroker
April 2001 - August 2002 · 1 yr 4 mos
Gruntal & CO., L.L.C.Broker
April 1997 - April 2001 · 4 yrs
Josephthal Lyon & Ross IncorporatedBroker
June 1992 - April 1997 · 4 yrs 10 mos
International Assets Advisory CorporationBroker
February 1991 - May 1992 · 1 yr 3 mos
Corporate Securities Group, INC.Broker
August 1990 - January 1991 · 5 mos
The Stuart-James Company, IncorporatedBroker
October 1989 - December 1989 · 2 mos
Blinder, Robinson & CO., INC.Broker
May 1989 - October 1989 · 5 mos
State Registrations2 states
FLSC
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Mt. Pleasant, SC →All financial advisors in South Carolina →