Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Brinkman is an investment advisor representative with Integrity Investing, Inc. Charles is also a Chartered Financial Consultant. Charles has been a registered investment advisor representative since 1993 and has worked with several other firms including NEXT FINANCIAL GROUP, INC., MULTI-FINANCIAL SECURITIES CORPORATION, LINCOLN FINANCIAL ADVISORS CORPORATION and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. Charles has also been involved with managing several real estate LLCs. Charles is based in Daleville, Virginia.
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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VA
04/23/2004 - Present
Integrity Investing, Inc. (Daleville VA)
TX
05/11/2004 - 02/15/2006
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
CO
01/07/1997 - 06/01/2004
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
IN
07/29/1993 - 01/21/1997
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/29/1993 - 01/21/1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
06/23/1988 - 08/20/1993
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/22/1988 - 08/20/1993
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 01/29/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/02/1997
Series 24 - General Securities Principal Examination
BC
Issued 06/03/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/21/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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