Charles Okelley is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Tampa, FL, with 43 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
3800 W Bay to Bay Blvd Ste 22, Tampa, FL, 33629
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Regulatory History (1)
Customer Dispute
July 2010Other Business Activities
Charles is a business owner of Atlantic Coast Realty Advisors, Inc. and Atlantic Coast Financial Advisors, Inc., and is involved in real estate rentals. He also acts in a fiduciary capacity for a revocable trust, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Atlantic Coast Financial Consultants INC
Integrated Trading and Investments, INC.Broker
Atlantic Coast Securities CorporationBroker
Select Capital CorporationBroker
F & G Securities, INC.Broker
Iea Securities CorporationBroker
Atlantic Coast Securities CorporationBroker
Qualicorp Financial, INC.Broker
Condel Securities, INC.Broker
Angeles Securities CorporationBroker
State Registrations17 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.