Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Stevens is a financial advisor with LPL Financial LLC. Charles has over 40 years of experience in the financial services industry. He is licensed to provide financial advice in Georgia. Charles has a broad range of experience, having worked with various clients, including high-net-worth individuals, corporations, and charitable organizations. Charles is committed to providing his clients with personalized financial advice to help them achieve 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
02/14/2018 - Present
LPL Financial LLC (CHAMBLEE GA)
GA
01/23/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (DULUTH GA)
GA
11/19/1989 - 02/09/2009
ROYAL ALLIANCE ASSOCIATES, INC. (STRATHAM GA)
NA
02/11/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
09/26/1986 - 02/25/1987
FSC SECURITIES CORPORATION
NA
07/22/1986 - 10/14/1986
PLANVEST CAPITAL CORPORATION
NA
05/15/1985 - 08/12/1986
PILOT FINANCIAL SERVICES, INC.
NA
05/24/1982 - 05/20/1985
FSC SECURITIES CORPORATION
NA
02/12/1982 - 05/26/1982
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
12/28/1979 - 02/17/1982
INVESTMENT MANAGEMENT & RESEARCH, INC
NA
09/20/1978 - 01/31/1980
FINANCIAL RESEARCH COMPANY
BC
Issued 12/19/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1980
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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