Years of Experience
5-20+ Years
Birmingham, AL
0 Disclosures
ADVISOR BIO
Charles Mitchell Smith is a financial advisor registered with Mayfair Advisory Group, LLC in Birmingham, Alabama. Charles has been in the industry for over 16 years and has experience in investment management, financial planning, and pension consulting. Charles has a Series 7, Series 66, and SIE license. Charles Smith was previously registered with BHK Securities, LLC, Sterne, Agee & Leach, Inc., and NBC Securities, Inc.
SPECIALIZATIONS
Opelika, AL
16 Years Experience
0 Disclosures
ADVISOR BIO
Charles Gable is a financial advisor with Valmark Advisers, Inc. located in Opelika, AL. Charles has been in the financial services industry since March 29, 2009. Charles is registered with the state of Alabama and Georgia. Charles has been a financial advisor at Valmark Advisers, Inc. since August 2018. Charles has also held previous roles at Raymond James Financial Services, Inc., Robert Thomas Securities, Inc. and Walnut Street Securities, Inc. Charles is a CERTIFIED FINANCIAL PLANNERâ„¢ professional.
SPECIALIZATIONS
MUSCLE SHOALS, AL
1 Years Experience
0 Disclosures
ADVISOR BIO
Charlie James Hensley is a financial advisor at LPL Financial LLC, where has been registered since June 2023. Charlie holds Series 7, Series 66, and SIE licenses and has been a registered representative for one year. Charlie has been active in the industry since June 2023 and has experience in financial services, banking, and law enforcement.
SPECIALIZATIONS
BIRMINGHAM, AL
9 Years Experience
0 Disclosures
ADVISOR BIO
Charlotte Logan is a financial advisor with Wells Fargo Clearing Services, LLC, with over 10 years of experience in the industry. Charlotte has been registered with the firm since 2013 and is licensed to conduct business in Mississippi. Charlotte specializes in working with high-net-worth individuals, corporations, and charitable organizations. Charlotte's expertise includes financial planning, portfolio management, and investment consulting services. Charlotte is also a registered representative of Wells Fargo Advisors, LLC.
SPECIALIZATIONS
Birmingham, AL
31 Years Experience
0 Disclosures
ADVISOR BIO
Charlotte Faye Elliott is a financial professional with over 28 years of experience in the financial services industry. Charlotte is currently registered with Ameriprise Financial Services, LLC and is located in Birmingham, Alabama. Previously, Charlotte worked for SYNOVUS SECURITIES, INC. and SOUTHTRUST SECURITIES, LLC. Charlotte holds the Series 63, Series 7, and SIE licenses. Charlotte specializes in providing financial advice and services to a wide range of clients, including individuals, families, businesses, and institutions.
SPECIALIZATIONS
Daphne, AL
12 Years Experience
0 Disclosures
ADVISOR BIO
Charlotte Anne Graham is a financial advisor in Daphne, Alabama. Charlotte has been in the financial services industry since July 23, 2012. Charlotte is registered to provide investment advice in Alabama and Arizona. Charlotte works with Edward Jones, a firm with over $800 billion in assets under management. Charlotte's firm focuses on individual investors and has a large presence in the retirement planning space. The firm does not charge commissions for its services.
SPECIALIZATIONS
MADISON, AL
27 Years Experience
0 Disclosures
ADVISOR BIO
Charlton Kenneth Rochester is a financial advisor who has been in the industry since 1998. Charlton is currently registered with LPL Financial LLC in Madison, Alabama. Charlton also has previous registration history with RAYMOND JAMES FINANCIAL SERVICES, INC. and MORGAN STANLEY DW INC.. Charlton has licenses for Series 31, Series 63, Series 7, Series 65 and SIE. Charlton offers a variety of services to individuals, businesses, and other entities, including financial planning, portfolio management, and educational seminars.
SPECIALIZATIONS
DEMOPOLIS, AL
13 Years Experience
0 Disclosures
ADVISOR BIO
Charlton 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.
SPECIALIZATIONS
FLORENCE, AL
16 Years Experience
0 Disclosures
ADVISOR BIO
Chase K. Frost is a financial advisor with over 14 years of experience in the industry. Chase is currently registered with Cetera Investment Advisers LLC in Florence, Alabama. Chase is also registered as an Investment Advisor Representative in Alabama. Previously, Chase was associated with Edward Jones in Haleyville, Alabama, from February 2009 to May 2013.
SPECIALIZATIONS
Birmingham, AL
0 Disclosures
ADVISOR BIO
Chase Boardman is an Investment Advisor Representative at EverSource Wealth Advisors, LLC. Chase Boardman is licensed to provide investment advisory services in Alabama. Chase Boardman has been working in the financial services industry since 2011 and has a background in various industries, including education, retail, and hospitality. Chase Boardman is dedicated to providing personalized financial advice to individuals and families.
SPECIALIZATIONS
