Charles Stratman, financial advisor Shiner TX
93 score

Charles Stratman

CRD Number: 3083793
Current Firm: Lpl Financial LLC

Charles Stratman (CRD# 3083793) is an Investment Advisor Representative working at Lpl Financial LLC in Shiner, TX and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Shiner, TX Jul 2014 - Current 2
Thrivent Financial For Lutherans Appleton, WI Jul 2002 - Jul 2014 12
Thrivent Investment Management Inc. Shiner, TX Jul 2002 - Jul 2014 12
Thrivent Financial Bank Yoakum, TX Jul 2002 - Dec 2012 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for Charles W. Stratman
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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