Charlton
Rochester
Lpl Financial LLC
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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
Services Offered
Fee Structure
Disclosures
Office Location
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Lpl Financial LLC Brokerage Details

$207,793,164,246

23,035

892,326

$232,867

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
- Other
Charlton Rochester Work History
Charlton has 13 years of experience.
Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)
Disclosures
Charlton Rochester has no disclosures.
Please visit their SEC profile for more details.
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This content was compiled from the SEC and FINRA.
