Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Whitney Brown is a financial advisor at Cary Street Partners, a firm headquartered in Richmond, Virginia. Charles has been in the financial industry since 1993 and specializes in providing financial planning and investment management services to individuals, families, and businesses. Charles is also a member of the City of Roanoke Pension Board of Trustees and serves as a co-trustee on the Virginia Shackelford Residual Trust. Charles holds a Series 6 and Series 63 licenses and is a Chartered Financial Analyst (CFA).
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.
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.
Revenue sharing with certain third parties
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2
VA
08/22/2022 - Present
Cary Street Partners (Roanoke VA)
NC
01/02/1998 - 04/15/1999
INTERCAROLINA FINANCIAL SERVICES, INC. (GREENSBORO NC)
VA
12/01/1997 - 02/02/1998
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
08/24/1993 - 12/01/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
IA
Issued 04/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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