Charles Coveney
Charles Coveney is a registered investment advisor at LPL Financial LLC, based in Greenville, SC, 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
712 South Main Street Suite A, Greenville, SC, 29601
Get directionsHistory
Regulatory History (1)
Criminal
July 1999Other Business Activities
Charles operates under two DBAs for his LPL business: Coveney Wealth Management since 2009 and Sharonview Financial Services since 2014. Managing Sharonview Financial Services is a full-time commitment for Charles.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward JonesBroker
State Registrations14 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.