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Charles Basil Skipper

IFB Wealth Management LLC

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About Charles Basil Skipper

Charles Skipper is an investment advisor representative with IFB Wealth Management LLC. Charles has been in the financial services industry since 2002. Charles holds licenses for Series 63, Series 65 and Series 7. Charles has experience working with high net worth individuals, corporations, and individuals other than high net worth. Charles also has experience working with banking or thrift institutions, pension and profit sharing plans, and charitable organizations.

Firm Information

Charles Skipper is currently registered with IFB Wealth Management LLC. IFB Wealth Management LLC is a Miami, FL-based registered investment advisor with approximately $108.9 million in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and other entities. They have a team of 3 licensed agents, 6 investment advisor representatives, and 2 registered representatives.
IFB Wealth Management LLC

777 SW 37TH AVENUE

MIAMI, FL 33135

$108.90M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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Charles Skipper’s Registration & Firm History

FL

12/03/2019 - Present

IFB Wealth Management LLC (MIAMI FL)

FL

05/07/2019 - 01/31/2020

INSIGNEO SECURITIES, LLC (MIAMI FL)

MO

10/15/2002 - 04/09/2003

WACHOVIA SECURITIES, INC. (ST. LOUIS MO)

NY

08/21/1998 - 10/11/2002

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

06/16/1997 - 08/07/1998

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/11/2019

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/10/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/07/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/11/2015

Series 7 - General Securities Representative Examination

BC

Issued 05/11/2015

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Basil Skipper.
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