Charles Bowman
Charles Bowman is a registered investment advisor at LPL Financial LLC, based in Paramus, NJ, with 21 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
461 From Rd, 3rd Fl, Ste 386, Paramus, NJ, 07652
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2008Other Business ActivitiesSells Insurance
Charles operates under the DBAs Archer Capital Wealth Management and Archer Wealth Management for his LPL business. He is also a musician/composer and associated with Life Policy Pros, Inc. selling non-variable insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations10 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.