Charles Lee Inglefield

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

• 07/2006 → Present
  Lpl Financial, Llc
  Charlotte, NC

Previous Registrations

• 2002-01-06 → 2006-07-28
  Raymond James Financial Services, Inc.
  Charlotte, NC

Other Businesses

1. 03/07/2011 - NON-VARIABLE INSURANCE DBA - INGLEFIELD RETIREMENT SOLUTIONS, LLC - FINANCIAL PLANNING AND INVESTMENT MANAGEMENT. - TIME SPENT 80% - CHARLOTTE, NC. 2. 07/06/2011 - NON-VARIABLE INSURANCE DBA - INGLEFIELD RETIREMENT SOLUTIONS - FINANCIAL PLANNING AND INVESTMENT MANAGEMENT - TIME SPENT 100% - CHARLOTTE, NC. 3. 07/12/2011 - OTHER-PUBLISHING - HOLY COW PUBLICATIONS, LLC - SOLE OWNER OF HOLY COW PUBLICATIONS, LLC...A COMPANY UNDER WHICH I SELF-PUBLISHED MY BOOK "HOLY COW, YOU'RE RETIRING" WHICH IS AVAILABLE FOR SALE DIRECTLY AND ON AMAZON.COM-HOLY COW PUBLICATIONS, LLC - TIME SPENT 10%. 4. 12/20/2011 - NON-VARIABLE INSURANCE - DIXON WELLS - FIXED & LTC INSURANCE SALES DONE AWAY FROM LPL. - TIME SPENT 5%

Exams

• S66 Uniform Combined State Law Examination
  2001-11-29
• S63 Uniform Securities Agent State Law Examination
  1998-01-07

Designations

• Certified Financial Planner

Other Names

• Charles Inglefield
• Chuck Inglefield