Charles Russell Mckinney
Investment adviser representative at LPL Financial LLC
17 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
17 years in the industry.
- LPL Financial, LLCJul 2021 to now
- White Station High School Girls LacrosseFeb 2021 to now
- 6060 Group LLCFeb 2020 to now
- No-excuse LacrosseOct 2016 to now
- Tennessee Girls Lacrosse AssociationOct 2016 to now
- Houston High School Womens Varsity Lacrosse ClubFeb 2015 to Feb 2021
- Houston Lacrosse ClubFeb 2015 to Feb 2021
- Various Insurance Carriers for W & R Insurance AgenciesJun 2009 to Jul 2021
- Waddell & Reed, IncMar 2009 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (TN, 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
- 5650356
- Firm CRD
- 6413