CP
CP

Charles Peter Pilecki

34 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

250 E. 96th Street, Suite 200, Indianapolis, IN, 46240

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Charles spends the majority of his time (90%) as an insurance agent for Valley Insurance, selling property/casualty, life, and health insurance since 2010. He also provides investment advisory services through Charter Advisory Corporation, dedicating about 20% of his time to this activity.

Employment History
Current Registrations
LPL Financial LLCBroker
September 2009 - Present · 16 yrs 5 mos
Charter Advisory Corporation
September 1999 - Present · 26 yrs 5 mos
Previous Registrations
Mutual Service CorporationBroker
March 1999 - September 2009 · 10 yrs 6 mos
Titan/value Equities Group, INC.Broker
May 1992 - March 1999 · 6 yrs 10 mos
Mutual of Omaha Fund Management CompanyBroker
January 1991 - April 1992 · 1 yr 3 mos
State Registrations3 states
FLILIN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.