Charles Davee is a CFP-designated registered investment advisor at LPL Financial LLC, based in Baker City, OR, with 26 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
1915 Broadway Street, Baker City, OR, 97814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles operates Oregon Trail Investment Services as a DBA for his LPL business. This activity, which is investment-related, takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Lincoln Financial Securities CorporationBroker
Lincoln Financial Securities Corporation
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Amsouth Investment Services, INC.Broker
Amsouth Asset Management, INC.
Banc of America Advisors, LLCBroker
Stephens INC.Broker
Lehman Brothers INC.Broker
State Registrations4 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.