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Paul Childress

LPL Financial LLC
16 Years of Experience
Jefferson City, MO
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Paul Childress is a registered investment advisor at LPL Financial LLC, based in Jefferson City, MO, with 16 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

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

Location

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

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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
View Full SEC ReportHow to Read Disclosures
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 LLC
November 2013 - Present · 12 yrs 11 mos
LPL Financial LLCBroker
November 2013 - Present · 12 yrs 11 mos
LPL Financial LLC
November 2013 - Present · 12 yrs 11 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.
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