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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Dillon Crist is a financial advisor registered with TLG Advisors, Inc., a firm with offices in Littleton, Colorado and Jacksonville, Florida. Charles Dillon Crist has been in the industry since 2014. Charles Dillon Crist is registered as an investment advisor representative (IAR) in Florida. Charles Dillon Crist's current registrations are active. Charles Dillon Crist specializes in working with individuals, businesses, pension and profit-sharing plans, and charitable organizations. Charles Dillon Crist offers a variety of advisory services including financial planning, portfolio management, and educational seminars.
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.
Placement of institutional funds
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.
1
2
CO
10/21/2022 - Present
TLG Advisors, Inc. (LITTLETON CO)
GA
03/02/2016 - 04/22/2020
PREFERRED CAPITAL SECURITIES, LLC (ATLANTA GA)
MN
01/02/2015 - 01/21/2015
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
FL
09/15/2014 - 12/12/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 08/01/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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