Charles Hatch
Charles Hatch is a CFP-designated registered investment advisor at LPL Financial LLC, based in Tallahassee, FL, with 17 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
1801 Hermitage Blvd, Suite 170, Tallahassee, FL, 32308
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles is involved in several businesses, including Barnes Benefit Consultants LLC (selling health, life, disability, and long-term care insurance, dedicating about 10-20% of his time), Barnes Capital Group (DBA for LPL business), and Independent Advisor Alliance (providing investment advisory services). He also dedicates minimal time to a family business.
Employment History
Current Registrations
LPL Financial LLC
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
Allen, Mooney & Barnes Investment Advisors, LLC
Allen, Mooney & Barnes Investment Advisors, LLC
Allen, Mooney & Barnes Brokerage Services, LLCBroker
State Registrations10 states
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