Charles Ker
Charles Ker is a registered investment advisor at LPL Financial LLC, based in Spokane, WA, with 15 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
609 N Argonne Rd, Ste C2, Spokane, WA, 99212
Get directionsHistory
Regulatory History (1)
Criminal
January 1989Other Business ActivitiesSells Insurance
Charles operates under CenterPointe Financial Services LLC and Gateway Financial Partners as DBAs for his LPL business, dedicating a significant amount of time to these activities. He is also an agent with Orr & Associates Insurance Services, selling non-variable insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations8 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.