Charles White is a registered investment advisor at LPL Financial LLC, based in Camden, ME, with 18 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
24 Bay View St Suite 2, Camden, ME, 04843
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles operates Bayview Financial as a DBA for his LPL business, dedicating about 10-20% of his time. He also has a business entity, Cronkite and White, for tax/investment purposes, also dedicating about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Key Investment Services LLCBroker
Gwfs Equities, INC.Broker
Adp Broker-Dealer, INC.Broker
State Registrations29 states
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