Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Kevin Bankerd is a financial advisor with Grove Point Advisors, LLC. Charles has been in the financial industry since May 15, 1989 and is registered with the state of Texas. Charles also has a license for insurance sales in the state of Texas. Previously, Charles has worked for Mutual Service Corporation, SWS Financial Services, Griffin Financial Services, Invest Financial Corporation, Marketing One Securities, Inc., and American Express Financial Advisors 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.
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.
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
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
TX
01/02/2004 - 12/31/2007
MUTUAL SERVICE CORPORATION (TOMBALL TX)
TX
03/07/1997 - 12/31/2003
SWS FINANCIAL SERVICES (DALLAS TX)
NA
02/14/1991 - 03/04/1997
GRIFFIN FINANCIAL SERVICES
WI
04/30/1990 - 02/25/1991
INVEST FINANCIAL CORPORATION (APPLETON WI)
OR
05/19/1988 - 02/17/1990
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NA
11/20/1986 - 12/07/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
BOTH
Issued 12/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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