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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlie? Claim Your ProfileCharlie Lee Welborn is a financial advisor with Beacon Pointe Advisors, LLC, based in Newport Beach, CA. Charlie has been in the financial services industry since 2002. Charlie is a Registered Investment Advisor (RIA) in North Carolina. Charlie is also a Certified Public Accountant (CPA) and has a strong background in taxation and accounting. Charlie's experience and expertise allow him to provide a wide range of financial services to individuals, families, and businesses. Charlie is a member of the Lee County Education Foundation, the Sanford Area Growth Alliance, and the First Citizens Bank Local Advisory Board.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
A percentage of the total value of assets under management is charged.
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CA
09/29/2021 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
NC
01/01/2002 - 06/03/2019
PROEQUITIES, INC. (SANFORD NC)
BOTH
Issued 02/07/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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