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Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
CE

Charles Edwin Hatch Jr

Florida·CRD #5581197
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

Experience
18 yrs
States
2
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee
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CE

Charles Edwin Hellums

Colorado·CRD #6712309
Dual-registered

Dual-registered at WESTERN WEALTH MANAGEMENT LLC

Experience
10 yrs
States
1
Exams
4
Since
2016
Est. fee
AUM / Hourly / Flat Fee
View profile
CE

Charles Edwin Poe

Florida·CRD #2628408
Dual-registered

Dual-registered at GRAND CENTRAL INVESTMENT GROUP, LLC

Experience
14 yrs
States
2
Exams
2
Since
2012
Est. fee
AUM / Hourly / Flat Fee
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CE

Charles Edwin Rivenbark Jr

Florida·CRD #6425737
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
11 yrs
States
2
Exams
4
Since
2015
Est. fee
AUM / Commission / Flat Fee
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CE

Charles Elling Larson

Minnesota·CRD #8106931
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

States
1
Exams
3
Since
2026
Est. fee
AUM / Flat Fee
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CE

Charles Elliot Sloane

Minnesota·CRD #5047285
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
12 yrs
States
1
Exams
4
Since
2014
Est. fee
AUM / Flat Fee
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CE

Charles Elliott Carrick

North Carolina·CRD #1330091
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
41 yrs
States
2
Exams
5
Since
1985
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
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CE

Charles Ellis

Massachusetts·CRD #7433406
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
4 yrs
States
1
Exams
4
Since
2022
Est. fee
AUM / Hourly / Flat Fee
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CE

Charles Eric Greth

Washington·CRD #1317916
Dual-registered

Dual-registered at ALTITUDE CAPITAL MANAGEMENT LLC

Experience
37 yrs
States
1
Exams
5
Since
1989
Est. fee
AUM / Hourly / Flat Fee
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CE

Charles Eric Hill

Ohio·CRD #5058750
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
18 yrs
States
1
Exams
5
Since
2008
Fee
AUM / Other
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CE

Charles Eric Lundblade

Arkansas·CRD #5288188
Dual-registered

Dual-registered at A.G.P / ALLIANCE GLOBAL PARTNERS

Experience
19 yrs
States
7
Exams
3
Since
2007
Est. fee
AUM / Hourly / Other
Minimum
$10k
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CE

Charles Erik Hartmann

New York·CRD #2150418
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
35 yrs
States
3
Exams
8
Since
1991
Est. fee
AUM / Flat Fee
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CE

Charles Ernest Coreth

Virginia·CRD #870470
Dual-registered

Dual-registered at CG ADVISORY SERVICES

Experience
47 yrs
States
1
Exams
5
Since
1979
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$5k
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CE

Charles Ernest Gelo

New York·CRD #2356060
Dual-registered

Dual-registered at TRUBEE WEALTH ADVISORS, INC.

Experience
33 yrs
States
2
Exams
6
Since
1993
Est. fee
AUM / Flat Fee
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CE

Charles E Rogers

Ohio·CRD #6578023
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
6 yrs
States
1
Exams
5
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
CE

Charles Eugene Demaree

Alabama·CRD #832866
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
49 yrs
States
15
Exams
8
Since
1977
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CE

Charles Eugene Glass

Arizona·CRD #5133241
Dual-registered

Dual-registered at ON INVESTMENT MANAGEMENT CO

Experience
19 yrs
States
15
Exams
6
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
CE

Charles Eugene Layton III

Florida·CRD #304363
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
60 yrs
States
2
Exams
8
Since
1966
Est. fee
AUM / Commission / Flat Fee
View profile
CE

Charles Eugene Munoz

California·CRD #3243140
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
26 yrs
States
5
Exams
4
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
CE

Charles Eugene Pascu

Arizona·CRD #2466254
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
31 yrs
States
1
Exams
5
Since
1995
Est. fee
AUM / Hourly / Flat Fee
View profile
CE

Charles Eugene Rucker Jr

Maryland·CRD #2361033
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
30 yrs
States
2
Exams
7
Since
1996
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CE

Charles Eugene Williams

Indiana·CRD #727212
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
45 yrs
States
1
Exams
8
Since
1981
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CE

Charles Eustis Bohlen III

California·CRD #8211972
IA Rep

Investment Adviser Rep at SFE INVESTMENT COUNSEL INC.

States
1
Exams
1
Since
2026
Est. fee
AUM / Flat Fee
View profile
CE

Charles Eustis Bohlen Jr.

California·CRD #2593273
Dual-registered

Dual-registered at SFE INVESTMENT COUNSEL INC.

Experience
29 yrs
States
1
Exams
4
Since
1997
Est. fee
AUM / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

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