Charles Cucuras
Charles Cucuras is a registered investment advisor at LPL Financial LLC, based in Naperville, IL, with 23 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
608 S Washington St, Ste 304, Naperville, IL, 60540
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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 operates under several DBAs for his LPL business and is involved in fixed insurance. He also holds a sales management role at Interstate Chemical Co., Inc., dedicating about half of his time to this position.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Oakbrook Financial Group, LLC
Oakbrook Financial Group, LLCBroker
PFS Investments INC.Broker
State Registrations11 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.