Charles Musil
Charles Musil is a registered investment advisor at LPL Financial LLC, based in St. Augustine, FL, with 24 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
St. Augustine, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles works as a registered representative and investment advisor representative for Cadaret, Grant & Co., Inc., dedicating most of his time to this activity. He also sells insurance products, including fixed annuities, life/health, and long-term care insurance, spending about a quarter of his time on this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Arch Global Advisors, LLC
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Esi Financial Advisors
Equity Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations6 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.