Charles MartinCRD Number: 6217853
Current Firm: Lpl Financial LLC
Charles Martin (CRD# 6217853) is an Investment Advisor Representative working at Lpl Financial LLC in Johnstown, PA and has over 3 years of experience in the finance industry. Charles Martin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cadaret Grant & Co Inc.
Lpl Financial LLC
Mml Investors Services, LLC
|Lpl Financial LLC||Johnstown, PA||Oct 2013 - Current||3|
|Ameriserv Financial Bank||Johnstown, PA||Oct 2013 - Current||3|
|Unemployed||St. Michael, PA||Sep 2013 - Oct 2013||< 1|
|Ing Financial Partners||Johnstown, PA||Jul 2013 - Sep 2013||< 1|
|Unemployed||St Michael, PA||Jun 2013 - Jul 2013||< 1|
|Nordex Usa||Chicago, IL||Jun 2010 - Jun 2013||3|
|Unemployed||York, PA||Jan 2010 - Jun 2010||< 1|
|Rest Haven||York, PA||Jun 2009 - Jan 2010||< 1|
|Manorcare York||York, PA||Apr 2009 - Jun 2009||< 1|
|Unemployed||York, PA||Dec 2008 - Apr 2009||< 1|
|U.s Army||Lewisburg, PA||Dec 2007 - Dec 2008||1|
|Orangeville Nursing And Rehab Center||Orangeville, PA||Oct 2003 - Oct 2007||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2014|
|S63||Uniform Securities State Law Examination||Aug 2013|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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