Charles Rapp (CRD# 3145379) is an Investment Advisor Representative working at Lpl Financial LLC in Moberly, MO and has over 20 years of experience in the finance industry.
CRD# 2603585
&partners
CRD# 5100378
Edward Jones
CRD# 2279799
Smith Moore & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Moberly, MO | Nov 2017 - Current | 6 |
| Investment Centers Of America, Inc. | Columbia, MO | Sep 2009 - Nov 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2009 |
- MO
- TX
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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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