Unclaimed
Charles Hurt is a financial professional with over 20 years of experience in the industry. Charles is currently registered with Fifth Third Securities, Inc. in Atlanta, GA and holds Series 7, 63, SIE, and 79TO licenses. Charles has previously worked for Cary Street Partners, SunTrust Robinson Humphrey, Inc., and The Robinson-Humphrey Company, LLC. Charles has been registered with the state of Georgia since 12/20/2013 and is currently registered with 33 states. Charles specializes in providing portfolio management for businesses and individuals, as well as financial planning 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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
GA
12/20/2013 - Present
Fifth Third Securities, Inc. (ATLANTA GA)
GA
02/18/2010 - 10/23/2013
CARY STREET PARTNERS (ATLANTA GA)
GA
07/27/2001 - 02/13/2009
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
GA
12/24/1998 - 07/27/2001
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
BC
Issued 3/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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