Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Edward Waits Luzio is an investment advisor representative registered with BBR Partners, LLC. Charles has been in the industry since 2014 and is currently licensed in Connecticut, New York and Texas. Charles has a Series 65 license and specializes in working with individuals, investment companies, pooled investment vehicles and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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NY
12/07/2022 - Present
BBR Partners, LLC (NEW YORK NY)
IA
Issued 05/31/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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