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Charlie James Hensley

Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered 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

11 years in the industry.

  1. LPL Financial LLCJun 2023 to now
  2. Listerhill Credit UnionJul 2022 to now
  3. Regions BankJul 2021 to Jul 2022
  4. WalmartMay 2021 to Jul 2021
  5. Lawrence County Sheriff's OfficeSep 2019 to May 2021
  6. Florence Police DepartmentJun 2019 to Sep 2019
  7. Lawrence County Sheriff's OfficeMay 2018 to Jun 2019
  8. At&tDec 2017 to May 2018
  9. WalmartMay 2015 to Dec 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (AL).

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
7597109
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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