CL
CFP
CL
CFP
Charles Little
27 Years of Experience
Mechanicsburg, PA
1 DisclosureBroker
Charles Little is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Mechanicsburg, PA, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
6 Kacey Ct 103, [Satellite], Mechanicsburg, PA, 17055
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2006Denied
Employment History
Current Registrations
Wells Fargo Advisors
April 2025 - Present · 1 yr 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
PNC Investments
January 2004 - May 2025 · 21 yrs 4 mos
PNC InvestmentsBroker
January 2004 - May 2025 · 21 yrs 4 mos
Hilliard Lyons Asset Management
October 2002 - January 2004 · 1 yr 3 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
June 2002 - January 2004 · 1 yr 7 mos
PNC Brokerage CORPBroker
March 1999 - June 2002 · 3 yrs 3 mos
T. Rowe Price Investment Services, INC.Broker
July 1998 - March 1999 · 8 mos
State Registrations12 states
CODEFLGALAMDMINCOHPASCTN
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.