Charles
Inglefield

Lpl Financial LLC

CRD#2982661
Investment Advisor
in Charlotte, NC
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About this Advisor

Charles Inglefield is a certified financial planner operating in Charlotte, North Carolina, who has 12 years of experience as a financial advisor. Inglefield works at Lpl Financial LLC. They have been an employee of Lpl Financial Llc for their entire career. Inglefield maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to advise clients in North Carolina. Lpl Financial LLC is a registered investment company that has its headquarters in Charlotte, North Carolina. The company has offices in 8,011 locations and a total of 22,703 advisors. It manages $153 billion in assets among its 680,466 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 899 charities and foundations. Of its 680,466 customer accounts, 23% are held by high-net-worth individuals who have more than $1 million in assets. The company provides a diverse assortment 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. Financial advisory fee schedules depend on the services offered. However, fees charged by Lpl Financial LLC can include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

11111 Carmel Commons Blvd Ste 460
Charlotte, NC 28226-4595

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$152,530,468,356

NC Average: $16,012,751,954
Total Number of Employees

22,703

NC Average: 118
Total Number of Accounts

680,466

NC Average: 4,567
Average Account Size

$224,156

NC Average: $3,506,186

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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

Charles Inglefield Work History

Charles has 12 years of experience.

2006 - Present (13 years)

Lpl Financial, LLC

Disclosures

Charles Inglefield has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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