Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Scarbrough is a financial advisor registered with Avantax Advisory Services. Charles has been in the financial industry since 1998 and is licensed to provide financial advice in Louisiana, Mississippi, and Texas. Charles is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, Series 7, and Series 63 licenses. Charles is also a licensed insurance agent. Charles has a strong background in accounting and tax preparation. In addition to his work with Avantax Advisory Services, Charles is also a partner in CERL Developers LLC, a real estate development company. Charles is committed to providing his clients with personalized financial advice and guidance.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
LA
07/24/2002 - Present
Avantax Advisory Services (DERIDDER LA)
BC
Issued 02/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Scarbrough is the right advisor for you? Invested Better is here to help.
