Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Mahaffey is an investment advisor representative at Franklin Street Advisors Inc. based in Chapel Hill, NC. Charles has been in the industry since 2010 and has experience in the investment advisory field. Charles is registered with the state of North Carolina and Texas. The firm's main office is in Chapel Hill, NC. Franklin Street Advisors Inc. is a registered investment adviser.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment advice
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.
Security recommendations
1
2
NC
02/19/2014 - Present
Franklin Street Advisors Inc. (CHAPEL HILL NC)
KY
02/09/2010 - 10/27/2010
OAK RIVER INVESTMENTS, INC. (FORT MITCHELL KY)
BC
Issued 01/20/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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