Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Abboud is a financial advisor with Gallagher Fiduciary Advisors, LLC, with over 35 years of experience in the financial services industry. Charles has a strong track record of helping individuals and families achieve their financial goals. He holds the Series 7, 24, and 63 licenses and is a CERTIFIED FINANCIAL PLANNER™. Charles is committed to providing personalized financial advice and investment strategies to his clients. Charles has previously worked with LPL Financial LLC, Triad Advisors LLC, and Infinex Investments, Inc.
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.
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.
See schedule d misc. for explanation
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.
1
2
LA
12/15/2023 - Present
Gallagher Fiduciary Advisors, LLC (Baton Rouge LA)
LA
12/20/2023 - 08/23/2024
TRIAD ADVISORS LLC (Baton Rouge LA)
LA
11/30/2022 - 12/12/2023
LPL FINANCIAL LLC (BATON ROUGE LA)
LA
03/15/2018 - 11/30/2022
INFINEX INVESTMENTS, INC. (Baton Rouge LA)
LA
09/19/2011 - 03/29/2018
LPL FINANCIAL LLC (BATON ROUGE LA)
LA
07/23/1996 - 09/27/2011
WALNUT STREET SECURITIES, INC. (BATON ROUGE LA)
GA
06/12/1992 - 07/22/1996
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
11/19/1990 - 06/12/1992
G. R. PHELPS & CO., INC.
GA
01/20/1988 - 05/24/1990
FSC SECURITIES CORPORATION (ATLANTA GA)
BC
Issued 11/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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