Claim Profile
Unclaimed Profile
CB

Charles Joseph Bauder

LCM GLOBAL PARTNERS LLC·TAMPA, Florida
SIE, Series 7, Series 31, Series 66Clean record26 years registeredLCM GLOBAL PARTNERS LLC
100 SOUTH ASHLEY DR, TAMPA, FL 33602CRD# 2451001Firm CRD# 135299

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Joseph Bauder · TAMPA, FL
Registration
CRD #2451001 · LCM GLOBAL PARTNERS LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

Oct 1999May 2011
ST. PETERSBURG, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 31
Series 66
Registration record
First registered · October 1, 1999
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LCM GLOBAL PARTNERS LLC
CRD 135299 · SEC 801-73083
AUM
$145M
Regulatory assets under management
Employees
8
227 client accounts
Services offered by LCM GLOBAL PARTNERS LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
Introduction

Speak with Charles

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Charles is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in TAMPA?

Browse all registered financial advisors in TAMPA, Florida or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Charles Joseph Bauder offer?
Charles Joseph Bauder specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in TAMPA, Florida for a consultation.
What are Charles Joseph Bauder's credentials?
Charles Joseph Bauder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Joseph Bauder located?
Charles Joseph Bauder is based in TAMPA, Florida, working with LCM GLOBAL PARTNERS LLC. Their office serves clients in the TAMPA metropolitan area and surrounding communities.
How does Charles Joseph Bauder charge for services?
Charles Joseph Bauder's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LCM GLOBAL PARTNERS LLC?
LCM GLOBAL PARTNERS LLC has approximately 8 employees and manages $145M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at LCM GLOBAL PARTNERS LLC