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Charles Martin Crouch

CMC Wealth Management, LLC

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About Charles Martin Crouch

Charles Crouch is a financial advisor who has been working in the industry for over 20 years. He is currently registered with CMC Wealth Management, LLC, which has a total of 25 clients. Charles has passed multiple securities exams, including the Series 7, Series 6, and Series 66. Charles holds the designation Certified Financial Planner and specializes in providing financial planning and portfolio management services to individuals.

Firm Information

Charles Crouch is currently registered with CMC Wealth Management, LLC. CMC Wealth Management, LLC is an investment advisor with one Investment Adviser Representative and provides financial planning and portfolio management for individuals. The firm manages approximately $3,368,266 in assets for 25 non-discretionary accounts. CMC Wealth Management, LLC has 28 clients, all of whom are individuals other than high-net-worth individuals.

$3.37M

Assets Under Management

Not reported

Total Clients

1

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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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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percentage of assets

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

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Charles Crouch’s Registration & Firm History

SC

03/05/2020 - Present

CMC Wealth Management, LLC (Lexington SC)

CO

01/05/2016 - 02/18/2017

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

AZ

07/25/2013 - 11/23/2015

BIC DISTRIBUTORS, LLC (PHOENIX AZ)

MA

05/31/2011 - 12/31/2011

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (BOSTON MA)

SC

03/18/2010 - 04/15/2011

WELLS FARGO ADVISORS, LLC (LEXINGTON SC)

PA

02/14/2006 - 11/13/2009

DIRECTED SERVICES LLC (WEST CHESTER PA)

CO

08/16/2005 - 09/12/2005

FIXED INCOME SECURITIES, LP (MONUMENT CO)

OH

07/13/2001 - 08/17/2005

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

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Licenses & Designations

BOTH

Issued 03/31/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/01/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/18/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/2010

Series 7 - General Securities Representative Examination

BC

Issued 06/01/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Martin Crouch.
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