Charles
Lundblade
A.G.P. / Alliance Global Partners
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About this Advisor
Charles Lundblade is a financial advisor who works in Clemson, South Carolina, with a total of 4 years of industry experience. Lundblade currently works for A.G.P. / Alliance Global Partners. Their career trajectory has included roles at Edward Jones and A.G.P. / Alliance Global Partners. Lundblade maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in South Carolina and Texas. A.G.P. / Alliance Global Partners is a firm that has its headquarters in Westport, CT. It has offices in 11 locations and a total of 267 advisors. It oversees $1 billion in assets under management among its 5,102 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm advises two charitable organizations. Of its 5,102 client accounts, just 5% belong to high-net-worth investors who have at least $1 million in investable assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules typically vary depending on which service is provided. However, fees billed by A.G.P. / Alliance Global Partners typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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A.G.P. / Alliance Global Partners Brokerage Details
$1,247,803,386
267
5,102
$244,571
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Charles Lundblade Work History
Charles has been registered as a financial advisor for 4 years.*
A.G.P. / Alliance Global Partners
Edward Jones
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Lundblade to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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