Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles C. Daugherty is a registered investment advisor representative with Cottonwood Capital Advisors. Charles has a background in finance and business, having worked in various roles at financial institutions and universities, including Brigham Young University and D.L. Evans Bank. He earned his Series 65 license in December 2024 and has a strong track record of providing financial advice to individuals and businesses. Charles's areas of expertise include financial planning, portfolio management, and selection of other advisors.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
12/23/2024 - Present
Cottonwood Capital Advisors (IRVING TX)
Active
Inactive
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