Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Bryan Tutt is a financial advisor with Independent Financial Partners. Charles has been in the financial industry since 1998. Charles is a Registered Representative and Investment Advisor Representative with Independent Financial Partners. Charles's office is located in Edmond, Oklahoma.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
OK
07/21/2016 - Present
Independent Financial Partners (Edmond OK)
OK
07/21/2016 - 05/23/2019
LPL FINANCIAL LLC (EDMOND OK)
OK
01/31/2011 - 07/22/2016
CETERA ADVISOR NETWORKS LLC (EDMOND OK)
OK
06/01/1999 - 02/04/2011
SIGNATOR INVESTORS, INC. (OKLAHOMA CITY OK)
NA
05/10/1999 - 06/01/1999
SIGNATOR INVESTORS, INC.
NY
06/22/1998 - 05/07/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 03/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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