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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 Evant Hunter III

Texas·CRD #1143220
Dual-registered

Dual-registered at LEVEL FOUR ADVISORY SERVICES

Experience
43 yrs
States
2
Exams
5
Since
1983
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$40k
View profile
CE

Charles Everett Bailey

Alabama·CRD #719858
Dual-registered

Dual-registered at JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

Experience
45 yrs
States
1
Exams
8
Since
1981
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
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CE

Charles Everett Markwalter

Georgia·CRD #4548571
IA Rep

Investment Adviser Rep at ADVOCACY WEALTH MANAGEMENT, LLC

Experience
27 yrs
States
2
Exams
2
Since
1999
Est. fee
AUM
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CE

Charles Everett Winfrey Jr

Georgia·CRD #4054083
Dual-registered

Dual-registered at BROOKSTONE CAPITAL MANAGEMENT LLC

Experience
11 yrs
States
3
Exams
4
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
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CF

Charles Falconer McCallum III

North Carolina·CRD #2697260
Dual-registered

Dual-registered at FIRST CITIZENS ASSET MANAGEMENT, INC

Experience
28 yrs
States
1
Exams
8
Since
1998
Fee
AUM
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CF

Charles F Fellows

Ohio·CRD #5414842
Dual-registered

Dual-registered at SUMMIT FINANCIAL, LLC

Experience
12 yrs
States
1
Exams
4
Since
2014
Est. fee
AUM / Flat Fee
Minimum
$100k
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CF

Charles Fletcher Brandon

California·CRD #6641957
Dual-registered

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

Experience
10 yrs
States
3
Exams
5
Since
2016
Est. fee
AUM / Commission / Flat Fee
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CF

Charles Foster Claflin Hall

Maryland·CRD #2516918
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
32 yrs
States
2
Exams
4
Since
1994
Est. fee
AUM / Flat Fee
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CF

Charles Foster Tiemann

Indiana·CRD #5048761
Dual-registered

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

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
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CF

Charles Francis Erker

Missouri·CRD #4566053
Dual-registered

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

Experience
24 yrs
States
2
Exams
3
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
CF

Charles Francis Mansfield

North Carolina·CRD #2225900
Dual-registered

Dual-registered at MISSIONSQUARE WEALTH MANAGEMENT

Experience
24 yrs
States
2
Exams
4
Since
2002
Fee
AUM
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CF

Charles Francis McAteer III

Georgia·CRD #2667877
Dual-registered

Dual-registered at ARIA WEALTH MANAGEMENT

Experience
31 yrs
States
2
Exams
5
Since
1995
Est. fee
AUM / Hourly
View profile
CF

Charles Franci Wheeler

Massachusetts·CRD #6819042
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Other
View profile
CF

Charles Franklin Butler

Georgia·CRD #4128056
Dual-registered

Dual-registered at KINGSVIEW WEALTH MANAGEMENT, LLC

Experience
26 yrs
States
2
Exams
3
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
CF

Charles Franklin Gray

Tennessee·CRD #1603951
Dual-registered

Dual-registered at SILVER OAK SECURITIES, INC.

Experience
39 yrs
States
1
Exams
6
Since
1987
Est. fee
AUM / Hourly / Flat Fee
View profile
CF

Charles Franklinleo Grau

Florida·CRD #6037882
Dual-registered

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

Experience
11 yrs
States
2
Exams
5
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
CF

Charles Franklin Walker

Colorado·CRD #1172857
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
43 yrs
States
4
Exams
6
Since
1983
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CF

Charles Frederick Bentley III

Georgia·CRD #2433610
Dual-registered

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

Experience
32 yrs
States
3
Exams
6
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
CF

Charles Frederick Edris

Florida·CRD #2843639
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
29 yrs
States
2
Exams
5
Since
1997
Est. fee
AUM / Hourly / Flat Fee
View profile
CF

Charles Frederick Elzer III

Florida·CRD #2233201
Dual-registered

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

Experience
34 yrs
States
2
Exams
4
Since
1992
Est. fee
AUM / Commission / Flat Fee
View profile
CF

Charles Frederick Hais Jr

Florida·CRD #1758717
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
38 yrs
States
5
Exams
7
Since
1988
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CF

Charles Frederick Jenks Jr

Florida·CRD #1486892
Dual-registered

Dual-registered at FINANCIAL SECURITY ADVISORY INC

Experience
40 yrs
States
4
Exams
6
Since
1986
Est. fee
AUM / Hourly
View profile
CF

Charles Frederick Marques

N/A·CRD #4711890
Dual-registered

Dual-registered at AEGIS CAPITAL CORP.

Experience
16 yrs
Exams
3
Since
2010
Est. fee
AUM / Hourly
View profile
CF

Charles Fredrick Dinise

California·CRD #4770465
IA Rep

Investment Adviser Rep at ADVISORY ALPHA, LLC

Experience
22 yrs
States
1
Exams
4
Since
2004
Est. fee
AUM / Hourly / 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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