Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Edwin Price is a financial advisor who has been in the industry since 2000. Currently, Charles is registered with LPL Financial LLC, a firm with over $50 Billion in assets under management. Charles provides a variety of financial services to his clients including Financial Planning, Portfolio Management for Individuals and Businesses, and Consulting Services. Charles has worked with many types of clients throughout his career including Individuals, High Net Worth Individuals, Businesses, Charitable Organizations, and Pension Plans.
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
KY
02/14/2018 - Present
LPL Financial LLC (JACKSON KY)
KY
09/22/2010 - 02/14/2018
INVEST FINANCIAL CORPORATION (JACKSON KY)
MS
10/24/2000 - 12/31/2009
SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC. (JACKSON MS)
BC
Issued 12/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Price is the right advisor for you? Invested Better is here to help.
