Charles Upchurch
Charles Upchurch is a registered investment advisor at LPL Financial LLC, based in Fort Mill, SC, with 29 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
1055 Lpl Way, Fort Mill, SC, 29715
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Regulatory History (1)
Criminal
August 2010Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Scottrade, INC.Broker
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
National Investor Services CORP.Broker
Datek Online Financial Services LLCBroker
TD Ameritrade Clearing, INC.Broker
AmeritradeBroker
Securities America, INC.Broker
State Registrations1 state
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.