Charles Cooper is a CFA-designated registered investment advisor at LPL Financial LLC, based in Edina, MN, with 18 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
4536 France Avenue South, Edina, MN, 55410
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles operates Tufford-Hughes and Associates as a DBA for his LPL business since 2007, dedicating about a quarter of his time. He also works as a controller for James R Hill Inc, which takes about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Advisornet Wealth Management
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Brokers Transaction Services, INC.Broker
State Registrations1 state
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