Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles David Skinner is a financial advisor with Independent Advisor Alliance, LLC. Charles has been in the financial industry for over 8 years. Charles is a CERTIFIED FINANCIAL PLANNER™ professional. Charles is registered as an Investment Advisor Representative in Arkansas, Louisiana, and Texas. Charles is licensed in 21 states. Charles provides financial planning, portfolio management, and pension consulting services to individuals, businesses, corporations, investment companies, charitable organizations, and pension and profit-sharing plans. Charles also provides education seminars for individuals and businesses.
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.
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2
AR
10/02/2022 - Present
Independent Advisor Alliance, LLC (El Dorado AR)
IA
Issued 04/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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