Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles McMakin is a financial advisor at LPL Financial LLC. Charles has over 39 years of experience in the financial services industry. Charles is registered to provide investment advice in 17 states. Charles specializes in providing financial planning, portfolio management, and other advisory services to a wide range of clients, including individuals, families, businesses, and retirement plans. Charles is committed to helping clients achieve their financial goals and is dedicated to providing them with personalized advice and service.
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.
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LA
11/17/2021 - Present
LPL Financial LLC (BATON ROUGE LA)
LA
04/27/2012 - 11/22/2021
GENEOS WEALTH MANAGEMENT, INC. (BATON ROUGE LA)
LA
01/02/2002 - 04/27/2012
SANDERS MORRIS HARRIS INC. (BATON ROUGE LA)
GA
01/27/1994 - 12/31/2001
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
11/12/1985 - 01/20/1994
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
11/02/1992 - 01/04/1994
MONY SECURITIES CORP. (NEW YORK NY)
NA
07/21/1983 - 11/06/1985
A. G. EDWARDS & SONS, INC.
BC
Issued 09/01/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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