Charles Woodhull
Investment adviser representative at LPL Financial LLC
10 yearsExperience
3 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 LLCOct 2022 to now
- Northwestern Mutual Wealth Management CompanyAug 2020 to Oct 2022
- Northwestern Mutual Investment Services LLCMay 2020 to Oct 2022
- Northwestern Mutual Life Insurance CompanyMay 2020 to Oct 2022
- StudentAug 2018 to May 2020
- Gallagher Pool Wealth ManagementMay 2018 to Mar 2020
- StudentAug 2017 to May 2018
- Lexis Nexis CorporationMay 2017 to Aug 2017
- StudentAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (IL, OH, 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
- 7248347
- Firm CRD
- 6413