Charles Anthony Marselli

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

• 04/2011 → 07/2021
  Waddell & Reed, Inc
  Arlington, TX
• 04/2011 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies, Inc.
  Richardson, TX
• 10/2014 → 07/2021
  Kiwanis Club Of Richardson, Texas
  Richardson, TX
• 01/2018 → 07/2021
  Sanjeev Kumar
  Southlake, TX
• 07/2021 → Present
  Lpl Financial Llc
  Arlington, TX

Previous Registrations

• 2011-11-17 → 2021-07-21
  Waddell & Reed
  Amarillo, TX
  Colleyville, TX
  Amarillo, TX
  Edmond, OK
  Arlington, TX

Exams

• S66 Uniform Combined State Law Examination
  2011-10-18

Other Names

• Charles Marselli
• Charlie Marselli