Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Boyles Lawless is an investment advisor representative with Creative Planning. Charles has been in the industry since June 1996. Charles is a licensed investment advisor representative in Illinois and Texas. Charles previously worked at Mesirow Financial, Inc. Charles has experience providing financial planning and portfolio management services to individuals, businesses, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. Charles is also a member of the advisory board for Empower Retirement.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
IL
10/10/2023 - Present
Creative Planning (Chicago IL)
IL
12/16/1997 - 09/29/2023
MESIROW FINANCIAL, INC. (CHICAGO IL)
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Charles Lawless is the right advisor for you? Invested Better is here to help.
