Charlton Anderson (CRD# 5899500) is an Investment Advisor Representative working at Lpl Financial LLC in Demopolis, AL and has over 12 years of experience in the finance industry.
CRD# 3151411
Cetera Investment Advisers LLC
CRD# 7470587
State Farm Investment Management Corp.
CRD# 7577194
State Farm Investment Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial | Mobile, AL | Dec 2014 - Current | 9 |
Trustmark National Bank | Mobile, AL | Dec 2014 - Current | 9 |
Bank Of America, N.a. | Mobile, AL | Jan 2013 - Dec 2014 | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mobile, AL | Aug 2012 - Dec 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2012 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
- AL
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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