Charles Wilensky

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1987 → Present
  Clairmont Paciello & Co., P.C.
  King Of Prussia, PA
• 12/2000 → 12/2019
  Royal Alliance Associates, Inc.
  King Of Prussia, PA
• 12/2000 → Present
  Cpc Financial Planning, Inc.
  King Of Prussia, PA
• 12/2019 → Present
  Lpl Financial Llc
  King Of Prussia, PA

Other Businesses

1)12/9/19- CPC Financial Planning, Inc.- DBA for LPL Business (entity for LPL business)- Inv. Related- King of Prussia, PA- start date 9/30/1999 -100% 2)12/9/19- Clairmont & Paciello & Co PC- Tax Prep/Accounting/CPA - CPA- Inv. Related- King of Prussia, PA- start date 5/17/1987-150hrs/mth- 95% 3)12/9/19- Tanglewood Fin'l Services, Inc- Business Entity For Tax/Investment Purposes Only- Inv. Related- King of Prussia, PA- start date 9/30/1999- 5hrs/mth- 5% 4)12/9/19- Non-Variable Insurance- Agent for Life, Health and Disability- Inv. Related- King of Prussia, PA- start date 11/21/19- 0%

Exams

• S66 Uniform Combined State Law Examination
  2001-02-06

Designations

• Certified Financial Planner