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Charles L Bennett

Inflection Advisors

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About Charles L Bennett

Charles Bennett is an Investment Advisor Representative with Inflection Advisors. Charles has been in the financial services industry since June 2013 and is licensed in California and Texas. Charles has a Series 6, Series 7 and Series 66 license. Charles is also a Certified Financial Planner. Charles's previous experience includes positions at PLANMEMBER SECURITIES CORPORATION, PLATINUM INSURANCE MARKETING, Pareto Athletics and HARRY LICURSI TAX & RETIREMENT PLANNING. Charles specializes in providing financial advice to high-net-worth individuals, corporations or other businesses, charitable organizations, and other investment advisors. Charles focuses on providing financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Charles Bennett is currently registered with Inflection Advisors. Inflection Advisors is a registered investment advisor with offices in the United States. The firm provides financial planning, portfolio management, and selection of other advisors to individuals, high net worth individuals, corporations, charitable organizations, other investment advisors, and individuals other than high net worth individuals. The firm manages approximately $42.6 million in assets.

$42.59M

Assets Under Management

6

Total Clients

5

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

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

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percentage of assets

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

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Charles Bennett’s Registration & Firm History

CA

05/22/2024 - Present

Inflection Advisors (North Hollywood CA)

CA

06/25/2013 - 03/04/2016

PLANMEMBER SECURITIES CORPORATION (SANTA BARBARA CA)

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Licenses & Designations

IA

Issued 08/02/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 10/31/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/04/2016

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2013

Series 7 - General Securities Representative Examination

BC

Issued 06/25/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles L Bennett.
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