Charles George Menk
Investment adviser representative at LPL Financial LLC
31 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
31 years in the industry.
- LPL Financial LLCAug 2026 to now
- The Cgma Group, LLCJun 2016 to now
- Tensley Consulting, Inc.Sep 2022 to May 2026
- Cambridge Investment Research Advisors, Inc.Aug 2016 to Aug 2026
- Cambridge Investment Research, Inc.Aug 2016 to Aug 2026
- The Mitre CorporationAug 2016 to Nov 2021
- C. G. Menk & Associates, Inc.Jan 1995 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2404896
- Firm CRD
- 6413