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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Thomas York is a financial advisor with United Capital Financial Advisors. Charles has been in the financial industry for over 12 years and holds the Series 7, Series 63, and SIE licenses. Charles is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA). Charles specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Prior to joining United Capital, Charles held positions at US Trust, Bank of America Private Wealth Management, Bessemer Investor Services, Inc., and BNY Mellon Securities Corporation. Charles is also an Adjunct Professor of Finance at George Mason University.
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.
Sub-adviser for other investment advisers
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.
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VA
03/06/2024 - Present
United Capital Financial Advisors (GREAT FALLS VA)
MD
04/12/2023 - 11/15/2023
GOLDMAN SACHS & CO. LLC (Bethesda MD)
NY
02/15/2019 - 06/28/2022
BNY MELLON SECURITIES CORPORATION (NEW YORK NY)
DC
01/07/2015 - 03/20/2017
BESSEMER INVESTOR SERVICES, INC. (WASHINGTON D.C. DC)
BC
Issued 01/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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