ADVISOR BIO

Charlene McWilliams is an investment advisor representative who is registered with LPL Financial LLC in Chico, CA. Charlene is currently employed at the Chico branch of LPL Financial LLC. Charlene holds the Series 63, Series 6TO, and SIE licenses. She has been in the financial services industry since November 29, 2020. LPL Financial LLC provides a wide range of financial services to individuals, corporations, and institutions.

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ADVISOR BIO

Charlene Preciado is an experienced financial advisor who has been in the industry since 2003. Charlene currently works at Wells Fargo Clearing Services, LLC. Previously, Charlene has held positions at Barclays Capital Inc., Wells Fargo Advisors, LLC, UBS Financial Services Inc., Citigroup Global Markets Inc., and Wedbush Morgan Securities Inc. Charlene holds Series 3, 7, 9, 10 and 66 licenses. Charlene specializes in working with individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Charlene Lafrades Rodriguez is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Charlene is a seasoned professional with over 20 years of experience in the industry. Charlene focuses on providing financial planning and portfolio management services to a wide range of clients, including individuals, families, businesses, and institutions. Charlene has a broad range of experience and holds several industry designations, making Charlene a valuable resource for clients seeking financial guidance.

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ADVISOR BIO

Charlene Lovett is an Investment Advisor Representative with Cetera Investment Advisers LLC. Charlene has been in the financial services industry since 2001 and is registered with the state of California and Texas. Charlene is a Certified Financial Planner and holds the Series 7 and 66 licenses. Charlene is a registered representative of Cetera Investment Services LLC, member FINRA/SIPC.

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ADVISOR BIO

Charlene Francis is a financial professional with over 10 years of experience in the financial services industry. Charlene holds the Series 6, Series 63 and SIE licenses, and is registered with J.P. Morgan Securities LLC. Previously, Charlene worked as a financial advisor at Chase Investment Services Corp.. Charlene specializes in a variety of investment products and services, including securities, mutual funds, variable annuities, and retirement planning.

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ADVISOR BIO

Charles Isaacs is a financial advisor with over 30 years of experience in the industry. Charles is currently registered with Raymond James & Associates, Inc. and is licensed to provide investment advice in several states. Charles has held previous roles at UBS Financial Services Inc., Citigroup Global Markets Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc. Charles is a dedicated professional who is committed to providing his clients with the highest quality financial advice. Charles specializes in providing a range of investment-related services, including portfolio management, financial planning, pension consulting, and educational seminars. Charles's extensive experience and expertise make him a valuable resource for individuals and families looking to achieve their financial goals.

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ADVISOR BIO

Charles Daniel Fickett is an active investment advisor representative with LPL Financial LLC. Charles holds Series 99 and SIE licenses. Charles has been in the industry since August 12, 2012. The advisor's specialties include investments, securities, and financial planning. Charles is registered in California and works at the San Diego branch office of LPL Financial. The office is located at 4707 Executive Dr in SAN DIEGO.

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ADVISOR BIO

Charles Prince is a financial professional licensed in California. Charles is associated with Wells Fargo Clearing Services, LLC. Charles holds the Series 63, Series 6TO, and SIE licenses and has been in the industry for over 2 years.

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ADVISOR BIO

Charles Ellsworth Oehmke is a financial advisor with Morgan Stanley. Charles is registered with the state of California and Texas, and has a Series 7TO, Series 66, and SIE license. Charles has been in the financial industry since 2020. Charles's specializations include asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and investment companies.

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ADVISOR BIO

Charles Larry Wright is a financial advisor with Procore Advisors, LLC, with over 30 years of experience in the financial services industry. Charles has expertise in providing financial planning and portfolio management services. Charles has a broad range of experience with various types of clients including individuals, businesses, and retirement plans. Charles has offices located in Newport Beach, California.

SPECIALIZATIONS