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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Randolph Lee is a financial advisor with Brookstone Wealth Advisors, LLC. Charles has been in the financial services industry for over 25 years, and has a broad range of experience providing financial planning and investment advice to individual clients and families. Charles is a Certified Financial Planner™ and a Chartered Financial Consultant, and holds a Series 7, Series 31, Series 63 and Series 65. Charles is committed to providing his clients with personalized financial advice, and believes in building long-term relationships based on trust and integrity. Charles is also active in his community, and is a speaker for the Society for Financial Awareness, a 501(c)3 organization that promotes financial literacy.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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IL
07/16/2024 - Present
Brookstone Wealth Advisors, LLC (WHEATON IL)
FL
01/19/2024 - 05/31/2024
OSAIC WEALTH, INC. (JUPITER FL)
FL
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (JUPITER FL)
FL
03/05/2008 - 03/01/2019
QUESTAR CAPITAL CORPORATION (JUPITER FL)
FL
11/02/2006 - 03/06/2008
PRINCOR FINANCIAL SERVICES CORPORATION (JUPITER FL)
FL
12/02/1999 - 11/03/2006
NATIONAL PLANNING CORPORATION (JUNO BEACH FL)
WI
06/07/1999 - 11/30/1999
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
02/04/1998 - 05/03/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 02/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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