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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+)
CH

Charles Hunter Summit

California·CRD #8074276
IA Rep

Investment Adviser Rep at WEST WEALTH GROUP, LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
CH

Charles Hunt Salembier

California·CRD #2329595
Dual-registered

Dual-registered at THE STERLING GROUP

Experience
33 yrs
States
1
Exams
5
Since
1993
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
CI

Charles I Downey

Florida·CRD #4348422
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
25 yrs
States
3
Exams
3
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
CI

Charles Ikner

Georgia·CRD #7442694
Dual-registered

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

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
CI

Charles Ira Slater

New Jersey·CRD #2000014
Dual-registered

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

Experience
37 yrs
States
3
Exams
7
Since
1989
Est. fee
AUM / Commission / Flat Fee
View profile
CI

Charles Irwin Newsom

Florida·CRD #4274004
Dual-registered

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

Experience
26 yrs
States
2
Exams
5
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Charles Jablonic Opitz

Wisconsin·CRD #6447851
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CJ

Charles Jackson Raftery

Illinois·CRD #7800818
IA Rep

Investment Adviser Rep at RIVERBEND CAPITAL ADVISORS, LLC

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Other
Minimum
$250k
View profile
CJ

Charles Jackson Vickery

Georgia·CRD #454591
IA Rep

Investment Adviser Rep at ELEVATE WEALTH ADVISORY, INC.

Experience
19 yrs
States
2
Exams
4
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
CJ

Charles Jacob Erbs

Ohio·CRD #7940288
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
2 yrs
States
1
Exams
4
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
CJ

Charles Jacob Gwynn

New Jersey·CRD #7624086
Dual-registered

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

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Charles Jacob Staton

Georgia·CRD #7895908
IA Rep

Investment Adviser Rep at GIBBS WEALTH MANAGEMENT, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM
Minimum
$25k
View profile
CJ

Charles Jacob Wedemeyer

Texas·CRD #4682259
Dual-registered

Dual-registered at ALLWORTH FINANCIAL, L.P.

Experience
22 yrs
States
1
Exams
3
Since
2004
Fee
AUM / Flat Fee / Performance-based
View profile
CJ

Charles James Bilello

Florida·CRD #6061980
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
14 yrs
States
3
Exams
3
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CJ

Charles James Bosanac

Florida·CRD #7424648
IA Rep

Investment Adviser Rep at GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

Experience
4 yrs
States
1
Exams
2
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
CJ

Charles James Kaufmann

Illinois·CRD #8239150
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

States
1
Exams
3
Since
2026
Est. fee
AUM / Other
View profile
CJ

Charles James Regan

Texas·CRD #5726240
Dual-registered

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

Experience
15 yrs
States
2
Exams
8
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Charles Janssens Stout

Pennsylvania·CRD #1506434
Dual-registered

Dual-registered at D.B. ROOT & COMPANY, LLC

Experience
30 yrs
States
1
Exams
5
Since
1996
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Charles J Bonser

Michigan·CRD #7734688
Dual-registered

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

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Charles Jefferson Christian

Louisiana·CRD #1540727
Dual-registered

Dual-registered at SILVER OAK SECURITIES, INC.

Experience
40 yrs
States
2
Exams
4
Since
1986
Est. fee
AUM / Hourly / Flat Fee
View profile
CJ

Charles Jerard Walker

New Jersey·CRD #6541052
Dual-registered

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

Experience
10 yrs
States
2
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Charles J Gentile

New Jersey·CRD #4900509
Dual-registered

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

Experience
14 yrs
States
3
Exams
6
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Charles Jim Dahlgren

Oklahoma·CRD #4893754
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
21 yrs
States
1
Exams
6
Since
2005
Est. fee
AUM / Hourly / Flat Fee
View profile
CJ

Charles J Johansen

Texas·CRD #7144490
Dual-registered

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

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Commission / 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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