Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Carmon Crolle is a financial advisor currently registered with LPL Financial LLC in Rocky Hill, CT. Charles has been in the financial industry since 1972 and has been with LPL Financial LLC since 2017. Charles previously worked at NATIONAL PLANNING CORPORATION, LINCOLN FINANCIAL ADVISORS CORPORATION, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, G. R. PHELPS & CO., INC., NML EQUITY SERVICES, INC., and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. Charles holds the Series 7TO, SIE, and Series 1 licenses and has passed the Uniform Securities Agent State Law Examination. Charles is a Chartered Financial Consultant.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
11/29/2017 - Present
LPL Financial LLC (ROCKY HILL CT)
CT
02/16/2005 - 11/29/2017
NATIONAL PLANNING CORPORATION (ROCKY HILL CT)
IN
02/06/1991 - 02/22/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/06/1991 - 02/22/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
11/10/1982 - 02/13/1991
G. R. PHELPS & CO., INC.
NA
05/04/1978 - 08/10/1982
NML EQUITY SERVICES, INC.
NA
09/19/1972 - 02/23/1978
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BC
Issued 11/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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