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Randolph Carson Charles

Bestvest Investments, Ltd.

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About Randolph Carson Charles

Randolph Carson Charles is a financial professional with over 40 years of experience in the industry. He is currently registered with Bestvest Investments, Ltd. in King of Prussia, PA. Randolph holds Series 7 and Series 63 licenses as well as the SIE. He specializes in providing financial planning and portfolio management services for individuals and high-net-worth clients. He also has experience working with banking or thrift institutions. Prior to joining Bestvest Investments, Randolph has held positions at several other firms, including First Liberty Investment Group, Inc., First of Philadelphia Investment Group, Inc., Hess, Grant & Company, Inc., and UNI EQ Investment Group, Inc.

Firm Information

Randolph Charles is currently registered with Bestvest Investments, Ltd.. Bestvest Investments, Ltd. is a Corporation registered with the SEC and in 50 states. Founded in 1995, the firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and banking or thrift institutions. With 121 clients and approximately $75,186,176 in regulatory assets under management, Bestvest Investments is committed to helping clients achieve their financial goals.

$75.19M

Assets Under Management

5

Total Clients

16

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Randolph Charles’s Registration & Firm History

PA

08/01/2001 - Present

Bestvest Investments, Ltd. (KING OF PRUSSIA PA)

PA

01/03/1994 - 07/31/2001

FIRST LIBERTY INVESTMENT GROUP, INC. (PHILADELPHIA PA)

NA

11/28/1990 - 12/31/1993

FIRST OF PHILADELPHIA INVESTMENT GROUP, INC.

NJ

04/18/1989 - 08/08/1990

HESS, GRANT & COMPANY, INC. (MOORESTOWN NJ)

NA

01/19/1983 - 02/28/1990

UNI EQ INVESTMENT GROUP, INC.

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Licenses & Designations

BC

Issued 01/25/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/15/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Randolph Carson Charles.
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