Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Richard Branch has over 35 years of experience in the financial services industry. Charles Branch is a registered representative with LPL Financial LLC. He is also a registered investment advisor in Washington and Texas. Previously, Charles Branch was a registered representative with Kestra Investment Services, LLC and Ameriprise Financial Services, Inc. Charles Branch provides financial planning, portfolio management and consulting services to individuals, corporations, and charitable organizations.
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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2
WA
10/22/2018 - Present
LPL Financial LLC (SPOKANE VALLEY WA)
WA
04/15/2016 - 10/23/2018
KESTRA INVESTMENT SERVICES, LLC (SPOKANE VALLEY WA)
WA
12/24/1986 - 05/14/2015
AMERIPRISE FINANCIAL SERVICES, INC. (SPOKANE VALLEY WA)
MN
10/14/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
03/20/2000 - 06/19/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
01/27/1982 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 02/04/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/27/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 06/06/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/21/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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