Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Owens is a financial advisor registered with LPL Financial LLC. Charles has been in the financial services industry since March 21, 1996 and is licensed in Alabama, Georgia, Texas, and Vermont. Charles has experience with various financial products and services, including investment advisory services, financial planning, and pension consulting. Charles also has a track record of success in providing wealth management services to a variety of clients, including high-net-worth 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
GA
01/03/2025 - Present
LPL Financial LLC (MACON GA)
GA
07/15/2005 - 02/14/2018
INVEST FINANCIAL CORPORATION (MACON GA)
MO
03/30/2001 - 07/15/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NJ
08/14/2000 - 04/09/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
03/22/1996 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 12/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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