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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 Elliott Carrick is an investment advisor representative with Beacon Pointe Advisors, LLC. Charles has been in the financial services industry since 1985. Charles is registered in North Carolina. Charles has earned the Certified Financial Planner and Chartered Financial Consultant designations. Charles also has experience with DMJ WEALTH ADVISORS, LLC and PROEQUITIES, INC.. Charles specializes in Retirement, College Savings, Financial Planning, Estate Planning and Asset Allocation.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
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NC
05/07/2021 - Present
Beacon Pointe Advisors, LLC (Greensboro NC)
NC
01/20/2000 - 12/13/2019
PROEQUITIES, INC. (GREENSBORO NC)
IN
10/01/1997 - 01/27/2000
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
01/03/1985 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
IA
Issued 11/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/02/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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