Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Dan Gray is an active Investment Advisor Representative (IAR) with Wealthcare Advisory Partners LLC and has been working in the industry since February 2017. Previously, Charles Gray has worked for PRUCO SECURITIES, LLC., WELLS FARGO CLEARING SERVICES, LLC, and A. G. EDWARDS & SONS, INC.. Charles Gray is registered in Louisiana and Texas and has passed the Series 66, Series 7 and SIE exams. Charles Gray specializes in providing financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. The firm has approximately $4,541,661,225 in assets under management.
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.
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.
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2
PA
10/18/2023 - Present
Wealthcare Advisory Partners LLC (WEST CHESTER PA)
LA
11/23/2020 - 10/18/2023
PRUCO SECURITIES, LLC. (Shreveport LA)
LA
02/21/2017 - 11/03/2020
WELLS FARGO CLEARING SERVICES, LLC (SHREVEPORT LA)
LA
02/02/2005 - 08/22/2006
A. G. EDWARDS & SONS, INC. (SHREVEPORT LA)
BOTH
Issued 03/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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