Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles McLendon is a financial advisor with First Command Advisory Services in FORT WORTH, TX. Charles is registered in Georgia and Alabama, and holds Series 7TO, Series 66, and SIE licenses. Charles joined the industry in April 2022 and specializes in financial planning and portfolio management for individuals. First Command Advisory Services is a financial advisory firm that provides financial planning and portfolio management services to individuals, families, and businesses. The firm has over $10 billion in assets under management and is headquartered in FORT WORTH, TX.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
08/01/2022 - Present
First Command Advisory Services (Columbus GA)
BOTH
Issued 06/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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