Charlotte Bloedel Quillian
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCMay 2024 to now
- Securities America, Inc.Nov 2020 to May 2024
- Kms Financial Services, Inc.Sep 2020 to Nov 2020
- Acm WyomingMay 2020 to Jun 2020
- UnemployedApr 2020 to May 2020
- Snake River InteriorsApr 2018 to Feb 2020
- Jackson Hole Mountain ResortSep 2016 to Mar 2020
- Stieglers Austrian Restaurant and Copper BarAug 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 6362690
- Firm CRD
- 6413