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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 Zachary Ivey is a financial advisor with Savant Wealth Management. Charles has been in the financial services industry since 2001, and has a background in both financial planning and investment management. He holds the Series 6, 7, 63, and 65 securities licenses, as well as the SIE designation. Charles is also a Certified Financial Planner™ and a Chartered Financial Analyst. Charles has worked with LPL Financial, LLC, Bridgeworth, LLC dba Bridgeworth Wealth Management, and Lincoln Financial Advisors Corporation prior to joining Savant Wealth Management.
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.
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IL
12/04/2023 - Present
Savant Wealth Management (ROCKFORD IL)
AL
08/09/2012 - 09/28/2018
LPL FINANCIAL LLC (BIRMINGHAM AL)
AL
01/15/2003 - 08/17/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (BIRMINGHAM AL)
IN
01/15/2003 - 04/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
08/09/2001 - 02/07/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 01/27/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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