Charles Powell is a registered investment advisor at LPL Financial LLC, based in Chesapeake, VA, with 20 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
1317 Executive Blvd Ste 110, Chesapeake, VA, 23320
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles operates Coastal VA Wealth Group as a DBA for his LPL business. He also owns investment-related rental real estate since 2008.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Allstate Financial Services, LLCBroker
Allstate Financial Advisors, LLC
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Nylife Securities LLCBroker
State Registrations1 state
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