Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Eugene Charlton is an investment advisor representative registered with PFS Investments Inc. David is located in OPELIKA, AL and has been in the industry since August 15, 2019. David offers investment advisory services to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses and charitable organizations. David has passed the Series 65, Series 63, Series 26, Series 6TO and SIE exams. David is also registered with the states of Alabama, Oklahoma and South Carolina. David has a history of experience at PRIMERICA FINANCIAL SERVICES and SCF Buildings.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
AL
10/08/2021 - Present
PFS Investments Inc. (OPELIKA AL)
IA
Issued 09/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/16/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure David Charlton is the right advisor for you? Invested Better is here to help.
