Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Brooker Blanton is an investment advisor representative who has been in the industry since March 14, 1985. Charles is currently registered with World Investment Advisors, LLC and is actively licensed in Florida and Louisiana. Charles has experience working with a variety of clients, including individuals, corporations, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, and state or municipal government entities. Charles specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services. He has also worked with CAPFINANCIAL SECURITIES, LLC, CAMBRIDGE INVESTMENT RESEARCH, INC., GWN SECURITIES INC., SIGNATOR INVESTORS, INC., ONEAMERICA SECURITIES, INC., UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER, PRINCOR FINANCIAL SERVICES CORPORATION, MML INVESTORS SERVICES, INC., and NEW ENGLAND SECURITIES CORPORATION. Charles is a Chartered Financial Consultant and has passed several industry exams, including the Series 6, Series 22, Series 63, and SIE exams.
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
CA
08/22/2023 - Present
World Investment Advisors, LLC (SANTA BARBARA CA)
FL
11/04/2016 - 09/01/2017
CAPFINANCIAL SECURITIES, LLC. (Jacksonville FL)
FL
09/06/2013 - 11/22/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (JACKSONVILLE FL)
FL
02/28/2011 - 09/09/2013
GWN SECURITIES INC. (PALM BEACH GARDENS FL)
FL
10/30/2009 - 03/02/2011
SIGNATOR INVESTORS, INC. (JACKSONVILLE FL)
FL
12/12/2007 - 11/10/2009
ONEAMERICA SECURITIES, INC. (JACKSONVILLE FL)
FL
01/16/2003 - 12/31/2007
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (JACKSONVILLE FL)
IA
06/05/1995 - 01/29/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
04/21/1989 - 05/12/1995
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
02/20/1985 - 05/01/1989
NEW ENGLAND SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 05/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/19/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Blanton is the right advisor for you? Invested Better is here to help.
