Charles Salfity
Charles Salfity is a registered investment advisor at LPL Financial LLC, based in El Segundo, CA, with 46 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
2321 Rosecrans Ave Ste 5200, El Segundo, CA, 90245
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Regulatory History (1)
Customer Dispute
November 2020Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sunamerica Securities, INC.
The Householder Group, Estate & Retirement Specialists
Sunamerica Securities, INC.Broker
Financial Network Investment CorporationBroker
Fsc Securities CorporationBroker
Independent Financial Planners CorporationBroker
State Registrations10 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.