Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Rex Strickland is a financial advisor with over 35 years of experience in the industry. Charles is a Registered Representative with Cambridge Investment Research Advisors, Inc. and is licensed to provide financial advice in several states, including North Carolina, Georgia, Florida, Montana, South Carolina, and Virginia. Charles holds the Series 6, 7, 24, 63, and 65 licenses. Charles provides financial planning services for a range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Charles is committed to providing clients with personalized financial advice and guidance to help them 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NC
03/01/2023 - Present
Cambridge Investment Research Advisors, Inc. (Hayesville NC)
NC
06/27/2017 - 03/02/2023
LINCOLN FINANCIAL SECURITIES CORPORATION (HAYESVILLE NC)
GA
08/02/2010 - 06/21/2017
INVEST FINANCIAL CORPORATION (HIAWASSEE GA)
NC
10/01/1997 - 08/17/2010
LINCOLN FINANCIAL SECURITIES CORPORATION (ASHEVILLE NC)
IN
09/11/1985 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
IA
Issued 09/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/10/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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