Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Kinnison is an investment advisor representative at Archer Investment Corp., based in Carmel, Indiana. Charles has been in the financial services industry since 1988. He is registered with the state of California and holds the Series 7, Series 24, and Series 66 licenses. Charles previously worked at HD VEST INVESTMENT SERVICES in Auburn, California and Foresters Equity Services, Inc. in San Diego, California. His experience spans across various firms and roles, demonstrating a commitment to providing investment advice to individuals, businesses, and institutions. Charles also provides financial planning, portfolio management for businesses and individuals, and investment advisory services.
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.
Guidance on pension options to ensure a secure financial future.
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.
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
IN
09/11/2019 - Present
Archer Investment Corp. (CARMEL IN)
CA
05/17/2018 - 09/20/2019
HD VEST INVESTMENT SERVICES (Auburn CA)
CA
10/31/2016 - 05/21/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
CA
01/16/2015 - 10/28/2016
HD VEST INVESTMENT SERVICES (Auburn CA)
CA
03/16/2010 - 01/07/2015
J.P. TURNER & COMPANY, L.L.C. (AUBURN CA)
CA
12/22/2008 - 12/31/2009
FINANCIAL ADVISERS OF AMERICA, LLC (AUBURN CA)
CA
10/27/2006 - 12/18/2008
EPLANNING SECURITIES, INC. (AUBURN CA)
CA
09/30/1994 - 10/31/2005
PENSION PLANNERS SECURITIES, INC. (SACRAMENTO CA)
AZ
01/01/1994 - 09/19/1994
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
07/23/1991 - 01/01/1994
CYPRESS CAPITAL CORPORATION
NA
07/20/1988 - 07/17/1991
TMI EQUITIES, INC.
BOTH
Issued 02/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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