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CL
CFP
CL
CFP

Charles Lundblade

A.G.P / Alliance Global Partners
19 Years of Experience
Clemson, SC
Broker
View SEC Summary
View SEC Summary

Charles Lundblade is a CFP-designated registered investment advisor at A.G.P / Alliance Global Partners, based in Clemson, SC, with 19 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,959 clients with $2.3B in assets under management.

A.G.P / Alliance Global Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
131 advisors
Number of Clients
6,959 clients
Average Client Portfolio
$331K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Fees are negotiable and range up to 3% for the Portfolio Adviser II and EPC programs, up to 2% for the Wrap Fee Program, and up to 2.5% for other third-party management programs.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

602 College Avenue, Suite 3, Clemson, SC, 29631

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Charles owns Lundblade Properties, LLC, a rental property business, and dedicates minimal time to it. He is also the President and a financial advisor at Lundblade Financial Group, LLC, spending full-time advising clients on investments.

Employment History
Current Registrations
A.G.P / Alliance Global Partners
August 2019 - Present · 7 yrs 2 mos
A.G.P. / Alliance Global PartnersBroker
August 2019 - Present · 7 yrs 2 mos
Previous Registrations
Edward Jones
August 2007 - August 2019 · 12 yrs
Edward JonesBroker
July 2007 - August 2019 · 12 yrs 1 mo
State Registrations17 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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