Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Davee is a financial advisor with over 20 years of experience in the financial services industry. Charles is currently registered with LPL Financial LLC. Prior to that, Charles worked at Lincoln Financial Securities Corporation, VALIC Financial Advisors, Inc., AMSOUTH INVESTMENT SERVICES, INC., BANC OF AMERICA ADVISORS, LLC, STEPHENS INC. and LEHMAN BROTHERS INC. Charles is a Certified Financial Planner and holds Series 7, 24, 63, 65 and 66 licenses. Charles specializes in providing financial planning and investment management services to individuals, businesses, 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.
1
2
OR
01/01/2025 - Present
LPL Financial LLC (CANBY OR)
OR
05/20/2022 - 04/02/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (BEAVERTON OR)
OR
02/15/2011 - 05/25/2022
VALIC FINANCIAL ADVISORS, INC. (PORTLAND OR)
AL
05/07/2004 - 01/14/2005
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
NC
01/16/2001 - 09/18/2002
BANC OF AMERICA ADVISORS, LLC (CHARLOTTE NC)
AR
02/05/1996 - 01/26/2001
STEPHENS INC. (LITTLE ROCK AR)
NY
07/20/1992 - 02/01/1996
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 04/04/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/16/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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