Charlton Anderson, financial advisor Demopolis AL
90 score

Charlton Anderson

CRD Number: 5899500
Current Firm: Lpl Financial LLC

Charlton Anderson (CRD# 5899500) is an Investment Advisor Representative working at Lpl Financial LLC in Demopolis, AL and has over 4 years of experience in the finance industry.

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Score
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Company Name Location Dates Years
Lpl Financial Mobile, AL Dec 2014 - Current 2
Trustmark National Bank Mobile, AL Dec 2014 - Current 2
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
Resource Horizons Group, LLC Marietta, GA Mar 2011 - Aug 2012 1
Security Financial Group Thomasville, AL Mar 2011 - Aug 2012 1
Capstone Bank Thomasville, AL Jun 2011 - Jan 2012 < 1
Unemployed Sweet Water, AL Nov 2010 - Mar 2011 < 1
Burkes Mechanical Brent, AL Aug 2010 - Nov 2010 < 1
Unemployed Sweet Water, AL May 2010 - Aug 2010 < 1
First United Security Bank Thomasville, AL Oct 1992 - May 2010 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Charlton F. Anderson
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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