Charles Molloy (CRD# 5140692) is an Investment Advisor Representative working at Lpl Financial LLC in Erie, PA and has over 17 years of experience in the finance industry.
CRD# 6679950
Hbks Wealth Advisors
CRD# 6100972
Hbks Wealth Advisors
CRD# 4843777
Hbks Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Erie, PA | May 2022 - Current | 1 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Jul 2020 - Current | 3 |
| Cuna Mutual Group | Waverly, IA | Jul 2020 - Current | 3 |
| Grubhub | Chicago, IL | May 2020 - Current | 3 |
| Doordash | Sunnyvale, CA | Apr 2020 - Current | 4 |
| Instacart | San Francisco, CA | Apr 2020 - Current | 4 |
| Uber | San Francisco, CA | Mar 2020 - Current | 4 |
| Lyft | San Francisco, CA | Mar 2020 - Current | 4 |
| Uber Eats | San Francisco, CA | Mar 2020 - Current | 4 |
| Postmates | San Francisco, CA | Apr 2020 - Jun 2020 | < 1 |
| Pruco Securities LLC | Amherst, NY | Sep 2019 - Feb 2020 | < 1 |
| Prudential Insurance Company Of America | Amherst, NY | Sep 2019 - Feb 2020 | < 1 |
| Pnc Investments | Pittsburgh, PA | Oct 2018 - Aug 2019 | < 1 |
| Td Ameritrade, Inc. | Erie, PA | Feb 2018 - Sep 2018 | < 1 |
| Td Ameritrade Investment Management, LLC | Omaha, NE | Feb 2018 - Sep 2018 | < 1 |
| Scottrade, Inc. | St. Louis, MO | Mar 2012 - Sep 2018 | 6 |
| Halcyon Corporation | Phelps, NY | May 2009 - Jul 2015 | 6 |
| Media Resources | Liverpool, NY | Feb 2012 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2006 |
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- PA
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Total Assets Under Management463,475MILLIONS
-
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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