Charles Soukup

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

• 06/2025 → Present
  Lpl Financial Llc
  Alpharetta, GA
• 08/2021 → 05/2025
  Auburn University
  Auburn, AL
• 05/2022 → 05/2025
  Door Dash
  Auburn, AL
• 05/2024 → 08/2024
  Rogers Electric
  Alpharetta, GA
• 09/2023 → 02/2024
  Smoothie King
  Auburn, AL
• 05/2022 → 08/2022
  California Hand Wash
  Johns Creek, GA
• 05/2021 → 08/2021
  Atlanta Athletic Club
  Johns Creek, GA
• 06/2020 → 05/2021
  Windermere Golf Club
  Cumming, GA
• 12/2023 → 12/2023
  Ups
  Cumming, GA
• 05/2019 → 06/2020
  Cumming Aquatic Center
  Cumming, GA
• 08/2014 → 05/2017
  South Forsyth Middle School
  Cumming, GA
• 05/2017 → 05/2020
  Pinecrest Academy
  Cumming, GA
• 05/2020 → 05/2021
  Lambert High School
  Suwanee, GA
• 06/2025 → Present
  Sullivan And Schlieman Wealth Management, Llc
  Alpharetta, GA

Other Businesses

1-05/2025 / Sullivan and Schlieman Wealth Management LLC / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / AT LOCATION / START 11/05/2009

Exams

• S66 Uniform Combined State Law Examination
  2025-09-25

Other Names

• Charlie Soukup