Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlie? Claim Your ProfileCharlie Deaver is a financial advisor currently registered with Sovran Advisors, LLC in Pasadena, California. Charlie has been in the industry since 2013 and holds a Series 65 license. Charlie also owns and operates Greyhawk Brokers LLC, an insurance brokerage in Valencia, California. Charlie specializes in financial planning, pension consulting and portfolio management for individuals. In addition to financial planning, Charlie also assists clients with selecting other advisors. Charlie's clients include charitable organizations, high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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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CA
01/30/2025 - Present
Sovran Advisors, LLC (PASADENA CA)
Active
Inactive
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