Charles Mcclure
Charles Mcclure is a registered investment advisor at LPL Financial LLC, based in Lake Wylie, SC, 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
1632 Village Harbor Dr Ste 106, Lake Wylie, SC, 29710
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2008Other Business Activities
Charles owns McClure Investment Company, a real estate rental business, since 1999. He also operates McClure Wealth Management as a DBA for his LPL business, dedicating a few hours per week to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations7 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.