Perry Waring
Perry Waring is a registered investment advisor at LPL Financial LLC, based in Charleston, SC, with 47 years of industry experience. Perry 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
1847 Ashley River Road, Suite 100, Charleston, SC, 29407
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2014Other Business ActivitiesSells Insurance
Perry is involved in several outside business activities, including church and city council roles, real estate ownership, and bank board membership. He also sells life, accident, and health insurance products and dedicates full-time hours to Charlestowne Associates, an investment-related business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cadaret Grant & CO INC
Ppi Employee Benefits CorporationBroker
Cadaret, Grant & CO., INC.Broker
Independent Financial Planners CorporationBroker
Ids Marketing CorporationBroker
Ids Life Insurance CompanyBroker
Investors Diversified Services, INC.Broker
State Registrations16 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.
Exams
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