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CFP
EH
CFP

Eugene Hines

LPL Financial LLC
31 Years of Experience
Charleston, SC
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Eugene Hines is a CFP-designated registered investment advisor at LPL Financial LLC, based in Charleston, SC, with 31 years of industry experience. Eugene is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

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

Location

125 Wappoo Creek Drive, Bldg. E, Ste. 101A, Charleston, SC, 29412-2160

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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
July 2014
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Eugene operates under the DBA Hines Wealth Management. He also solicits non-variable insurance sales, specifically group employer benefit packages, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
LPL Financial LLC
July 2011 - Present · 15 yrs 3 mos
LPL Financial LLCBroker
July 2011 - Present · 15 yrs 3 mos
Previous Registrations
Wells Fargo Advisors, LLC
September 2007 - July 2011 · 3 yrs 10 mos
Wells Fargo Advisors, LLCBroker
September 2007 - July 2011 · 3 yrs 10 mos
Linsco/private Ledger CORP.
January 2007 - August 2007 · 7 mos
Linsco/private Ledger CORP.Broker
February 2001 - August 2007 · 6 yrs 6 mos
Ascend Financial Services, INC.Broker
March 1996 - February 2001 · 4 yrs 11 mos
G. R. Phelps & CO., INC.Broker
November 1994 - February 1996 · 1 yr 3 mos
State Registrations18 states
CACODCFLGAIAINLAMAMDMINCNJNYPASCVAWA
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.
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