Unclaimed
Charles Laubach is an investment advisor representative with State Farm Investment Management Corp. Charles has been in the financial services industry since 1998. Charles is registered to provide investment advice in Texas. Charles also holds FINRA Series 6, 7, 63 and SIE licenses as well as the Series 65 license for investment advisors. Charles has a record of working with individuals and investment companies. Charles also owns a property lease agreement between WWL Properties and The Georgetown Corp DBA Inners Space Caves and acts as a liaison between The Georgetown Corp and the Corporate Trustee for WW Laubach Trust.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
05/23/2023 - Present
State Farm Investment Management Corp. (San Antonio TX)
CA
03/09/1998 - 08/05/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 05/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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