Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Shepherd Nowlin is an investment advisor representative with Pettyjohn, Wood & White, Inc., registered with the state of Virginia. Charles holds a Series 65 license, and has been with the firm since January 2014. Charles specializes in providing financial planning and portfolio management services to individuals, corporations and charitable organizations. Pettyjohn, Wood & White, Inc. manages assets for clients in the state of Virginia.
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.
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.
A percentage of the total value of assets under management is charged.
Hourly and fixed fees for financial planning services
1
2
VA
02/12/2014 - Present
Pettyjohn, Wood & White, Inc. (LYNCHBURG VA)
IA
Issued 12/14/2005
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Charles Nowlin is the right advisor for you? Invested Better is here to help.
