Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Hugh Rankin Smith is a financial advisor at The Welch Group, LLC. Charles has been in the industry since 2001 and is registered in Alabama, Louisiana, and Texas. Charles is a Certified Financial Planner and a Chartered Financial Analyst. Charles specializes in retirement planning, investment management, and estate planning. Charles has a strong track record of helping clients achieve their financial goals.
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.
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.
Advice on matters not involving securities.
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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AL
12/02/2021 - Present
THE Welch Group, LLC (BIRMINGHAM AL)
NY
09/19/2001 - 01/30/2002
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 09/25/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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