Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlotte? Claim Your ProfileCharlotte Coles White Goldston is a registered representative of Thoroughbred Financial Services, LLC. Charlotte has over 20 years of experience in the financial services industry. Charlotte's primary focus is on helping individuals and families achieve their financial goals. Charlotte is also a member of the Board of Directors for Rocketown, a youth outreach organization in Nashville, TN.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TN
02/14/2025 - Present
Thoroughbred Financial Services, LLC (BRENTWOOD TN)
Active
Inactive
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