linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Charles John Nesmith

Tobias Financial Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Charles? Claim Your Profile

About Charles John Nesmith

Charles Nesmith is a financial advisor with Tobias Financial Advisors in Plantation, FL. He has been a financial advisor since July 2011 and is registered with the states of Florida and Texas. Charles has a Series 63, Series 65, and Series 7, as well as the SIE license. Charles is also a Certified Financial Planner™ and Chartered Financial Analyst. Charles specializes in working with individuals and families, providing financial planning and portfolio management services. He also offers retirement planning services. Charles' firm manages approximately $756 million in assets for clients.

Firm Information

Charles Nesmith is currently registered with Tobias Financial Advisors. Tobias Financial Advisors, based in Plantation, FL, is an investment advisory firm specializing in financial planning and portfolio management for individuals and high-net-worth individuals. The firm also provides retirement plan advisory services. Tobias Financial Advisors has over $756 million in regulatory assets under management.
Tobias Financial Advisors

1000 S. PINE ISLAND ROAD

PLANTATION, FL 33324

$756.16M

Assets Under Management

8

Total Clients

8

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

retirement plan advisory service

Retirement plan advisory service

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Charles Nesmith’s Registration & Firm History

FL

05/17/2021 - Present

Tobias Financial Advisors (PLANTATION FL)

GA

09/20/2016 - 07/26/2018

AXA ADVISORS, LLC (DECATUR GA)

Not sure if Charles John Nesmith is right for you?

Licenses & Designations

BC

Issued 01/05/2017

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/01/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/26/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles John Nesmith.
Not sure if Charles John Nesmith is right for you?