Lpl Financial LLC
About this Advisor
Charlton Rochester is a financial advisor based in Madison, Alabama, with 13 years of financial industry experience. Rochester works at Lpl Financial LLC. They have been employed by Lpl Financial Llc for their whole career. Rochester has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Alabama. Lpl Financial LLC is a financial advisory business that has its headquarters in Madison, Alabama. The firm has offices in 9,519 locations and a total of 23,035 financial advisors. It manages $208 billion in total assets across its 892,326 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 1,956 charities and foundations. Of its 892,326 customer accounts, 28% belong to high-net-worth investors who have greater than $1 million in investable assets. Lpl Financial LLC has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice usually vary depending on which services are offered. However, fee types billed by Lpl Financial LLC most likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Lpl Financial LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Charlton Rochester Work History
Charlton has 13 years of experience.
Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)
Charlton Rochester has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Providence Forge, VA
Des Plaines, IL