Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlton? Claim Your ProfileCharlton F Anderson is a financial advisor who has been in the industry since May 5, 2011. Charlton is currently registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. Charlton holds licenses in Alabama and Texas. Charlton is also registered in Florida, Georgia, Louisiana, Mississippi, New Jersey, New York, Tennessee, and Virginia. Charlton has been registered with various firms throughout their career, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Resource Horizons Group LLC. Charlton provides investment advisory services, including portfolio management for individuals, businesses and pension consulting.
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.
1
2
AL
09/13/2022 - Present
LPL Financial LLC (DEMOPOLIS AL)
AL
09/12/2012 - 12/10/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOBILE AL)
AL
04/13/2011 - 08/20/2012
RESOURCE HORIZONS GROUP LLC (THOMASVILLE AL)
BOTH
Issued 09/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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