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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles John Farrell is a registered investment advisor with over 20 years of experience. Charles currently works at Beacon Pointe Advisors, LLC, a firm with over 31 billion dollars in regulatory assets under management. Charles specializes in financial planning, portfolio management, and consulting services for individuals, families, corporations, and institutions. Prior to Beacon Pointe Advisors, LLC, Charles was at Northstar Investment Advisors, LLC and Commonwealth Financial Network. Charles is licensed and registered to provide financial advice in Colorado and Ohio.
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.
Strategic management for diversified investment portfolios.
Consulting services
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
09/03/2021 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
OH
01/02/2001 - 05/15/2007
COMMONWEALTH FINANCIAL NETWORK (MEDINA OH)
NY
08/25/1999 - 12/31/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 11/08/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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