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Charles Eric Lundblade

18 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
123 advisors
Number of Clients
5,849 clients
Average Client Portfolio
$289K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
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Location

602 College Avenue, Suite 3, Clemson, SC, 29631

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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 Activities

Charles owns Lundblade Properties, LLC, a rental property business, and dedicates minimal time to it. He is also the President and a financial advisor at Lundblade Financial Group, LLC, spending full-time advising clients on investments.

Employment History
Current Registrations
A.G.P / Alliance Global Partners
August 2019 - Present · 6 yrs 6 mos
A.G.P. / Alliance Global PartnersBroker
August 2019 - Present · 6 yrs 6 mos
Previous Registrations
Edward Jones
August 2007 - August 2019 · 12 yrs
Edward JonesBroker
July 2007 - August 2019 · 12 yrs 1 mo
State Registrations16 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.