Charles Cope is a registered investment advisor at LPL Financial LLC, based in Kailua Kona, HI, with 5 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
75-5660 Kopiko St Ste A1, Kailua Kona, HI, 96740
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles co-owns rental real estate property with his brother and dedicates about 10-20% of his time to it. He also acts as executor and personal representative for his deceased father's estate, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations17 states
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