Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Robert Elhoff is an investment advisor representative with Good Life Advisors, LLC. Charles has been in the financial industry since 1974 and has a wide range of experience, including serving as a branch manager and FINRA arbitrator. Charles holds several designations including Certified Financial Planner and Chartered Financial Consultant. Charles provides financial planning, educational seminars, and portfolio management services. Charles also provides advisory services for individuals, families, and retirement plans.
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.
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.
Planning subscription fee
1
2
PA
09/13/2021 - Present
Good Life Advisors, LLC (READING PA)
TX
09/22/2009 - 06/27/2014
VSR FINANCIAL SERVICES, INC. (ARLINGTON TX)
TX
02/01/2002 - 09/28/2009
H. BECK, INC. (ARLINGTON TX)
MA
11/20/2001 - 02/13/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MD
09/01/1987 - 12/03/2001
H. BECK, INC. (ROCKVILLE MD)
NA
02/06/1984 - 09/15/1987
LOWRY FINANCIAL SERVICES CORPORATION
NA
05/03/1974 - 02/13/1984
CIGNA SECURITIES, INC.
BC
Issued 08/05/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/1998
Series 30 - NFA Branch Manager Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 04/30/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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