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Charles Howard Arnold III

Investment Adviser Representative at Forthright Wealth Management, LLC

Alpharetta, GACRD #7881639Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Charles Howard Arnold is an investment adviser representative with Forthright Wealth Management, LLC in Alpharetta, GA, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Georgia.

Office

11780 Northfall Lane, Suite 303
Alpharetta, GA 30009

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Georgia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/23/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Forthright Wealth Management, LLCCurrent
8/8/2024 – Alpharetta, GA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. ForthRight Wealth Management, LLC
    Jul 2024 – no end date reportedAlpharetta, GA
  2. 3d Lacrosse
    May 2022 – Feb 2024Johns Creek, GA
  3. Mount Pisgah Christian School
    Jul 2020 – May 2022Johns Creek, GA
  4. Robert Morris University
    Aug 2016 – May 2020Moon Township, PA
  5. University of Georgia
    Aug 2021 – Dec 2023Athens, GA
  6. ForthRight Wealth Management, LLC
    Feb 2024 – Jul 2024Alpharetta, GA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Forthright Wealth Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
6
Offices listed on AdvisorFinder:
1
Main office:
Alpharetta, GA
SEC file number:
801-96202

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 13, 2026

View full firm profile

Other advisors at Forthright Wealth Management, LLC

5 other advisors in the directory

View Forthright Wealth Management, LLC firm profile

Similar advisors in Alpharetta, GA

Other advisors whose filed branch office is in the same city.

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 Howard Arnold 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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