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Charles Dewey Barham III

Investment Adviser Representative at CASSIA CAPITAL PARTNERS LLC

Winston Salem, NCCRD #4157445Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
North Carolina
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/15/2011
Series 63
Uniform Securities Agent State Law Examination
Passed 8/7/2000
Series 7
General Securities Representative Examination
Passed 11/23/2010

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $250,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Cassia Capital Partners LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CASSIA CAPITAL PARTNERS LLCCurrent
8/27/2013Winston Salem, NC
WELLS FARGO ADVISORS, LLC
3/16/201111/7/2011Winston-salem, NC

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at CASSIA CAPITAL PARTNERS LLC

3 other advisors in the directory

View CASSIA CAPITAL PARTNERS LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Charles Dewey Barham III has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Charles Dewey Barham III - Financial Advisor in Winston Salem, NC | AdvisorFinder