LPL Financial
27yrs
Top advisor by experience in West Haven
19yrs
Charles Stack has worked in the financial industry for 19 years and is a fiduciary financial advisor based in West Haven, Connecticut. After five years at Osaic Wealth and a year at National Planning, Charles joined LPL Financial in 2022, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 7 advisors with offices in West Haven, and one of 6 fiduciaries.
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 58% of advisors nationwide
Office718 Savin Ave, West Haven, CT 06516
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowLPL Financial LLCCurrent firm
- 2017 – 2022Osaic Wealth, Inc.Previously
- Jan 2017 – Oct 2017National Planning CorporationPreviously
Contact Charles
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Charles. 718 Savin AveWest Haven, CT 06516Office · Get directions Facebook pageLPL Financial
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Questions to ask Charles
Tailored to Charles’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Charles
How do I contact Charles?
Call LPL Financial at (704) 733-3300 and ask for Charles Stack. Charles works from the West Haven, CT office.
How long has Charles been a financial advisor?
Charles has been in the industry since 2008, about 19 years. More experience than 58% of advisors nationwide.
What licenses does Charles hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Charles a fiduciary?
Charles is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Charles paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Charles for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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