AdFi

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+)
CG

Charles G Walker

New Jersey·CRD #2428174
Dual-registered

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

Experience
33 yrs
States
3
Exams
3
Since
1993
Est. fee
AUM / Commission / Flat Fee
View profile
CH

Charles Hamilton Woodward IV

Florida·CRD #2627039
IA Rep

Investment Adviser Rep at INDEPENDENT FINANCIAL PARTNERS

Experience
31 yrs
States
1
Exams
3
Since
1995
Fee
AUM / Hourly / Flat Fee / Other
View profile
CH

Charles Hanson Womack

Arizona·CRD #471691
Dual-registered

Dual-registered at WOMACK WEALTH MANAGEMENT, INC.

Experience
27 yrs
States
4
Exams
5
Since
1999
Est. fee
AUM / Hourly / Flat Fee
View profile
CH

Charles Harbin Andrew III

Arizona·CRD #6561437
Dual-registered

Dual-registered at EVERSOURCE WEALTH ADVISORS, LLC

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
CH

Charles Harris Jones

Alabama·CRD #2678920
Dual-registered

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

Experience
29 yrs
States
2
Exams
4
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
CH

Charles Harry Curtin

California·CRD #2248266
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
31 yrs
States
1
Exams
5
Since
1995
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CH

Charles Harry Webb

Tennessee·CRD #4344725
IA Rep

Investment Adviser Rep at BARKSDALE INVESTMENT MANAGEMENT

Experience
22 yrs
States
1
Since
2004
Fee
AUM
View profile
CH

Charles Haskell Rahm

Texas·CRD #2204993
Dual-registered

Dual-registered at MIAI, INC.

Experience
34 yrs
States
1
Exams
6
Since
1992
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
CH

Charles H Deakins

California·CRD #7674811
Dual-registered

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

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
CH

Charles Hemphill Webb

Alabama·CRD #1711187
Dual-registered

Dual-registered at ALDER FINANCIAL GROUP INC

Experience
23 yrs
States
2
Exams
3
Since
2003
Est. fee
AUM / Flat Fee
View profile
CH

Charles Henry Garrido

Illinois·CRD #1191231
Dual-registered

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

Experience
43 yrs
States
2
Exams
11
Since
1983
Est. fee
AUM / Hourly / Other
Minimum
$10k
View profile
CH

Charles Henry Goodmiller

Arizona·CRD #4393630
Dual-registered

Dual-registered at BAKER TILLY WEALTH MANAGEMENT, LLC

Experience
16 yrs
States
1
Exams
3
Since
2010
Fee
AUM / Hourly / Flat Fee
View profile
CH

Charles Henry Hodges IV

Illinois·CRD #831263
Dual-registered

Dual-registered at WILLIAM BLAIR & COMPANY L.L.C.

Experience
49 yrs
States
1
Exams
7
Since
1977
Est. fee
AUM / Flat Fee
View profile
CH

Charles Herbert Densmore

Rhode Island·CRD #6410832
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
CH

Charles Herbert Maher Jr

Colorado·CRD #1436424
IA Rep

Investment Adviser Rep at OSAIC ADVISORY SERVICES, LLC

Experience
40 yrs
States
2
Exams
3
Since
1986
Est. fee
AUM / Hourly / Flat Fee
View profile
CH

Charles Herbert Schervish

Michigan·CRD #3256476
Dual-registered

Dual-registered at BRICKTOWN CAPITAL, LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Fee
AUM
View profile
CH

Charles Herman

Pennsylvania·CRD #7780249
IA Rep

Investment Adviser Rep at FOREFRONT ANALYTICS, LLC

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$50k
View profile
CH

Charles H Franckowiak Jr

Illinois·CRD #2224511
Dual-registered

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

Experience
34 yrs
States
2
Exams
6
Since
1992
Est. fee
AUM / Commission / Flat Fee
View profile
CH

Charles Howard Fitzpatrick

South Carolina·CRD #2980286
Dual-registered

Dual-registered at SILVER OAK SECURITIES, INC.

Experience
28 yrs
States
1
Exams
6
Since
1998
Est. fee
AUM / Hourly / Flat Fee
View profile
CH

Charles Howard Goldberg

Georgia·CRD #4877610
Dual-registered

Dual-registered at FINANCIAL INNOVATIONS, LLC

Experience
21 yrs
States
2
Exams
3
Since
2005
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
CH

Charles Howard Goldblum

New York·CRD #4065530
Dual-registered

Dual-registered at HURLEY CAPITAL, LLC

Experience
22 yrs
States
2
Exams
3
Since
2004
Fee
AUM / Flat Fee
Minimum
$250k
View profile
CH

Charles Howard Rose

Florida·CRD #403913
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
53 yrs
States
2
Exams
5
Since
1973
Est. fee
AUM / Hourly / Flat Fee
View profile
CH

Charles Hoyt Alexander Altizer

Texas·CRD #4476291
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
22 yrs
States
2
Exams
5
Since
2004
Est. fee
AUM / Hourly / Flat Fee
View profile
CH

Charles Hugh Currie III

Georgia·CRD #5781098
Dual-registered

Dual-registered at IFG ADVISORY, LLC

Experience
14 yrs
States
1
Exams
5
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile

Looking for the right advisor?

Get personalized recommendations based on your financial goals and needs.

Get matched
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.

Financial Advisors - Page 559 | AdvisorFinder