Charlton Anderson, financial advisor Demopolis AL

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 11 years of experience in the finance industry.

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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
Contact Info for Charlton F. Anderson
Phone Number: 704-733-3300
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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, WY

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