Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Mayhall is a financial advisor with LPL Financial LLC, where Charles has been registered since November 2024. Charles is a Certified Financial Planner and holds Series 7, Series 63, and Series 65 licenses. Charles has worked in the financial services industry since July 1998. Charles has extensive experience providing financial advice to a variety of clients, including individuals, families, businesses, and retirement plans. Charles is committed to helping clients achieve their financial goals. Charles is registered with the following states: Alabama, Alaska, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Illinois, Kansas, Kentucky, Louisiana, Maine, Massachusetts, Mississippi, Missouri, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington, and West Virginia. Charles is also registered with FINRA and the SEC.
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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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AL
11/08/2024 - Present
LPL Financial LLC (MOBILE AL)
IN
07/06/1998 - 04/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 03/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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