Charles Gore
Charles Gore is a registered investment advisor at LPL Financial LLC, based in Lebanon, TN, with 22 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
1032 West Main Street, Lebanon, TN, 37087
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Regulatory History (1)
Customer Dispute
May 2021Other Business ActivitiesSells Insurance
Charles has a DBA called HTK Wealth Management, LLC since 2003. He also spends about 10-20% of his time on non-variable insurance through HTK Insurance Services since 2007.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
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.