Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Glenn Downs is a registered investment advisor representative with Allworth Financial, LP in Folsom, CA. Charles is a highly experienced financial professional, having worked in the industry since 1988. Prior to joining Allworth Financial, LP, Charles was registered with Royal Alliance Associates, Inc. in Cincinnati, OH, Hanson McClain Advisors in Cincinnati, OH, and Financial Network Group, LTD in Cincinnati, OH. Charles has a broad range of experience and expertise in the financial services industry and is dedicated to providing personalized financial planning services to individuals and families.
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.
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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CA
08/21/2018 - Present
Allworth Financial, LP (FOLSOM CA)
OH
07/19/1996 - 04/05/2012
ROYAL ALLIANCE ASSOCIATES, INC. (CINCINNATI OH)
NY
09/29/1994 - 07/24/1996
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
07/18/1988 - 09/15/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 06/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/1993
Series 24 - General Securities Principal Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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