Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles McGrath is a financial advisor with over 27 years of experience in the industry. Charles is a Certified Financial Planner with experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. He currently works with LPL Financial LLC. Charles has previously worked with firms such as Avantax Investment Services, Inc., 1st Global Capital Corp., and Lincoln Financial Advisors Corporation.
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
AZ
10/20/2023 - Present
LPL Financial LLC (PEORIA AZ)
AZ
01/06/2020 - 10/26/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (SCOTTSDALE AZ)
AZ
10/25/2019 - 01/03/2020
AVANTAX INVESTMENT SERVICES, INC. (SCOTTSDALE AZ)
AZ
10/10/1997 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (SCOTTSDALE AZ)
NA
06/30/1997 - 07/22/1997
1ST GLOBAL CAPITAL CORP.
MA
07/18/1996 - 07/11/1997
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 08/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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