Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Pyle is a financial advisor with over 15 years of experience in the industry. He is a Certified Financial Planner and Chartered Financial Analyst with expertise in providing financial planning, portfolio management, and other advisory services. Charles is registered to offer investment advice in California and Washington, and he currently works with Empirical Wealth Management. Charles's previous experience includes roles with DFA Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. His previous employment history demonstrates a dedication to helping clients reach their financial goals.
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.
Tax preparation and insurance services
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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CA
05/18/2023 - Present
Empirical Wealth Management (Los Angeles CA)
CA
10/26/2016 - 08/07/2019
DFA SECURITIES LLC (SANTA MONICA CA)
CA
12/17/2008 - 03/04/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALO ALTO CA)
BC
Issued 02/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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