Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Patrick Thompson is a financial advisor registered with Modera Wealth Management, LLC and has over 14 years of experience in the industry. Charles Patrick Thompson is also a Certified Financial Planner and has passed the Series 66, Series 7, Series 26, and SIE exams. Charles Patrick Thompson specializes in providing financial planning and investment management services to individuals, families, and businesses. Charles Patrick Thompson is committed to helping clients achieve their financial goals.
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.
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.
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NC
04/26/2023 - Present
Modera Wealth Management, LLC (ASHEVILLE NC)
NY
10/13/2009 - 10/22/2018
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
NC
04/12/2007 - 09/01/2009
FIRST CITIZENS INVESTOR SERVICES, INC. (ASHEVILLE NC)
BOTH
Issued 01/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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