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Charles Beaman Jimerson

Sunbelt Securities, Inc.

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About Charles Beaman Jimerson

Charles Beaman Jimerson is a financial advisor at Sunbelt Securities, Inc. Charles has been in the industry for over 30 years and holds the Series 7, Series 24 and Series 63 licenses. Charles has a proven track record of success in helping clients reach their financial goals. Charles specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors. Charles is registered to provide investment advice in 28 states and is a licensed investment advisor representative in Texas and Florida.

Firm Information

Charles Jimerson is currently registered with Sunbelt Securities, Inc.. Sunbelt Securities, Inc. is a corporation headquartered in Houston, Texas, that provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They offer portfolio management, financial planning, and selection of other advisors. The firm is registered with the SEC and has a total of $1.91 billion in regulatory assets under management.
Sunbelt Securities, Inc.

2700 POST OAK BLVD STE 1700

HOUSTON, TX 77056

$1.91B

Assets Under Management

1

Total Clients

80

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Charles Jimerson’s Registration & Firm History

TX

08/03/2017 - Present

Sunbelt Securities, Inc. (Dallas TX)

TX

05/28/1991 - 08/03/2017

WFG INVESTMENTS, INC. (Dallas TX)

NY

10/21/1987 - 06/06/1991

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/19/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/07/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Charles Beaman Jimerson. Review regulatory record here.
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