Charles Vergara (CRD# 6417869) is an Investment Advisor Representative working at Lpl Financial LLC in Kokomo, IN and has over 7 years of experience in the finance industry.
CRD# 4745563
Ausdal Financial Partners, Inc.
CRD# 3260878
Pnc Investments
CRD# 4132899
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Logansport, IN | Sep 2019 - Current | 4 |
| Security Federal Savings Bank | Logansport, IN | Sep 2016 - Current | 7 |
| Midwestern Securities Trading Company LLC | East Peoria, IL | Sep 2016 - Sep 2019 | 3 |
| Midwestern Securities Trading Company | East Peoria, IL | Jun 2016 - Sep 2016 | < 1 |
| Applebees | West Lafayette, IN | Nov 2015 - May 2016 | < 1 |
| Purdue University | West Lafayette, IN | Jan 2013 - May 2016 | 3 |
| Buffalo Wild Wings | Lafayette, IN | Mar 2015 - Sep 2015 | < 1 |
| Allstate Insurance | Indianapolis, IN | May 2015 - Aug 2015 | < 1 |
| Scottys Brewhouse | West Lafayette, IN | May 2014 - Mar 2015 | < 1 |
| Northwestern Mutual | Zionsville, IN | Oct 2014 - Feb 2015 | < 1 |
| Texas Roadhouse | Lafayette, IN | May 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
- IN
- TX
-
Total Assets Under Management463,475MILLIONS
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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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