Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Larkin Stanley is a financial advisor with Worthpointe. Charles Stanley has been in the industry for over 30 years and is registered as an Investment Advisor Representative in both California and Oklahoma. Charles Stanley has a strong background in financial planning, pension consulting, and portfolio management. Charles Stanley has held positions at several firms including Mutual Service Corporation, Titan/Value Equities Group, Inc., Royal Alliance Associates, Inc., Corporate Benefit Securities, Inc., Planner's Independent Management, Inc., and First American National Securities, Inc. Charles Stanley has also earned several industry designations, including Certified Financial Planner and Chartered Financial Consultant. Charles Stanley specializes in providing financial advice to high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser services
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.
Sub-adviser fees
1
2
CA
01/19/2024 - Present
Worthpointe (RAMONA CA)
MA
03/31/1999 - 07/07/2005
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
05/19/1997 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
AZ
08/23/1995 - 05/19/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
07/07/1994 - 09/13/1995
CORPORATE BENEFIT SECURITIES, INC. (MISSION VIEJO CA)
CA
11/28/1990 - 07/12/1994
PLANNER'S INDEPENDENT MANAGEMENT, INC. (SAN MARCOS CA)
GA
06/14/1988 - 08/08/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 02/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/1993
Series 24 - General Securities Principal Examination
BC
Issued 06/17/1993
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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