Charlene Burkhardt is a registered investment advisor at LPL Financial LLC, based in Fremont, CA, with 28 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
39275 State Street, Fremont, CA, 94538
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charlene operates Moore and Burkhardt Wealth Management as a DBA for her LPL business and is an IAR for Independent Advisor Alliance. She also owns Moore Financial Services, Inc., a commercial real estate rental property, and Moore Financial Services where she works as a tax preparer and enrolled agent for about 10-20% of her time.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
The Planners Network, INC.
National Planning CorporationBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations11 states
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