Charlton RochesterCRD Number: 3002531
Current Firm: Lpl Financial LLC
Charlton Rochester (CRD# 3002531) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, AL and has over 19 years of experience in the finance industry.
Raymond James & Associates, Inc.
Brol Capital Management, LLC
H.d. Vest Advisory Services, Inc.
|Linsco/private Ledger Corp.||Huntsville, AL||Sep 2007 - Current||10|
|Raymond James Financial Services, Inc.||Decatur, AL||Dec 2002 - Sep 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
|S65||NASAA Investment Advisors Law Examination||Mar 1998|
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