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Charles Francis Mansfield

Missionsquare Retirement

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About Charles Francis Mansfield

Charles Francis Mansfield is a financial advisor with over 25 years of experience in the industry. Charles is registered with Missionsquare Retirement, a firm that specializes in retirement planning and investment management. Charles's background includes experience with several well-known financial institutions including LPL Financial LLC and MMC Securities LLC. He has a broad range of expertise, specializing in portfolio management for individuals and businesses. Charles is also a CFA charterholder and has extensive knowledge of various investment strategies.

Firm Information

Charles Mansfield is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Mansfield’s Registration & Firm History

DC

10/06/2020 - Present

Missionsquare Retirement (WASHINGTON DC)

NC

07/01/2016 - 05/24/2018

LPL FINANCIAL LLC (CHARLOTTE NC)

NC

09/21/2010 - 06/07/2016

MMC SECURITIES LLC (CHARLOTTE NC)

NC

02/08/2005 - 03/23/2006

AMERICAN SECURITIES GROUP, INC. (CHARLOTTE NC)

MA

05/12/2000 - 12/31/2004

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NY

03/07/1996 - 09/28/1999

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NJ

04/20/1994 - 01/11/1995

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 10/01/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/13/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/24/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Francis Mansfield.
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