Charles Lee, financial advisor Pawleys Island SC
93 score

Charles Lee

CRD Number: 1257967
Current Firm: Lpl Financial LLC

Charles Lee (CRD# 1257967) is an Investment Advisor Representative working at Lpl Financial LLC in Pawleys Island, SC and has over 32 years of experience in the finance industry.

Similar Advisors
Michael Fusco, financial advisor Pawleys Island SC
Michael J. Fusco
CRD# 3135391
Voya Financial Advisors, Inc.
Score
97
Similar Advisors
Richard Berry, financial advisor Pawleys Island SC
Richard A. Berry
CRD# 1689234
Berry Financial Securities, LLC
Score
96
Similar Advisors
Brian Brady, financial advisor Pawleys Island SC
Brian J. Brady
CRD# 3127030
H.d. Vest Advisory Services, Inc.
Score
96
Company Name Location Dates Years
Lpl Financial LLC Conway, SC Feb 2007 - Current 9
Edward Jones St Louis, MO Jul 2000 - Feb 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1984
S65 NASAA Investment Advisors Law Examination Sep 2009
Contact Info for Charles S. Lee
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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

Ready to hire a financial advisor? Get competitive proposals from Charles Lee and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.