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Charles Franklin Weed

Fiduciary Tactical Strategies, Inc.

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About Charles Franklin Weed

Charles Franklin Weed is an investment advisor representative with Fiduciary Tactical Strategies, Inc. Charles has been in the securities industry since 2000. Charles has passed the Series 66, Series 7 and Series 31 exams. Charles is currently registered in Missouri and Texas. Charles has prior experience with Arlington Securities, Inc., Cutter & Company, Inc., Morgan Keegan & Company, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Charles Weed is currently registered with Fiduciary Tactical Strategies, Inc.. Fiduciary Tactical Strategies, Inc. is an investment advisor that provides portfolio management services for individuals and employs 2 investment advisor representatives. The firm manages approximately $10,750,266 in assets for 121 accounts, of which $10,750,266 are discretionary. The firm also offers market timing services.

$10.75M

Assets Under Management

Not reported

Total Clients

2

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 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 Weed’s Registration & Firm History

MO

03/08/2021 - Present

Fiduciary Tactical Strategies, Inc. (BALLWIN MO)

MO

10/29/2012 - 10/02/2013

ARLINGTON SECURITIES, INC. (ST. LOUIS MO)

MO

11/01/2005 - 12/31/2010

CUTTER & COMPANY, INC. (BALLWIN MO)

MO

01/07/2005 - 11/16/2005

MORGAN KEEGAN & COMPANY, INC. (ST. LOUIS MO)

NY

06/08/2000 - 12/02/2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/28/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/06/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 06/07/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Franklin Weed.
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