Unclaimed
Charles Lyall is a financial advisor with over 20 years of experience in the industry. He is registered as an Investment Advisor Representative in North Carolina with Horace Mann Investors, Inc. Charles's background includes experience in various financial sectors, including insurance and investment management. He is licensed to provide investment advice and sell insurance products. Charles's primary focus is on providing financial advice and investment management services to individuals. Charles is dedicated to helping clients achieve their financial goals. He is a member of the Wilkesboro Baptist Church where he serves as a deacon. He is active in the community and dedicated to building strong relationships with his clients.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Percentage of assets under third party investment management
1
2
NC
02/21/2017 - Present
Horace Mann Investors, Inc. (NORTH WILKESBORO NC)
NA
08/09/1991 - 09/17/1991
F.N. WOLF & CO., INC.
IA
Issued 02/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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