PC
PC

Paul Childress

15 Years of Experience
Jefferson City, MO
2 DisclosuresBroker

Paul Childress is a registered investment advisor at LPL Financial LLC, based in Jefferson City, MO, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

801 W. High St, Ste 202, Jefferson City, MO, 65101

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
December 1985
Final Disposition
Criminal
July 1985
Final Disposition
Other Business Activities

Paul owns rental real estate properties, dedicating minimal time to these ventures. He also operates under the DBA Meridian Financial Strategies for his LPL business and buys/sells RVs, spending about a quarter of his time on RV sales.

Employment History
Current Registrations
LPL Financial LLCBroker
November 2013 - Present · 12 yrs 6 mos
LPL Financial LLC
November 2013 - Present · 12 yrs 6 mos
LPL Financial LLC
November 2013 - Present · 12 yrs 6 mos
Previous Registrations
Edward Jones
September 2010 - November 2013 · 3 yrs 2 mos
Edward JonesBroker
August 2010 - November 2013 · 3 yrs 3 mos
State Registrations6 states
FLMNMONCTNTX
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.
Paul Childress - Financial Advisor | TrueAdvisor