ADVISOR BIO

Charles Fernand Farrell is an active investment advisor representative with McManus Cooper. Charles has been in the financial services industry since 1996. Charles is registered with the state of California and holds the Series 7, Series 31, Series 63, and Series 65 licenses. Charles offers financial planning, pension consulting, educational seminars, and portfolio management services to individual and business clients.

SPECIALIZATIONS

ADVISOR BIO

Charles J Hahn has been a financial professional for over 25 years. Charles is currently registered with LPL Financial LLC, and has previously been associated with several other firms, including Invest Financial Corporation, CUSO Financial Services, L.P., and BANCWEST Investment Services, INC.. Charles holds multiple licenses and certifications, including Series 7, Series 63, Series 66, and the SIE Exam. Charles specializes in offering financial planning and investment management services to individuals, families, and businesses.

SPECIALIZATIONS

ADVISOR BIO

Charles Deakins is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Charles has been in the industry for over 10 years. He is licensed in California and Texas. Previously, Charles was with Cetera Advisor Networks LLC and Compass Financial Advisors. Charles has a wide range of experience working with individuals, corporations, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. Charles's expertise includes portfolio management, performance measurement, and allocation modeling. Charles also provides educational seminars and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Charles David Kelly is a financial advisor with over 50 years of experience in the industry. Charles is currently registered with LPL Financial LLC and has previously held positions with BA Investment Services, Inc., GNA Securities, Inc., AGFC Investment Securities, Great Western Financial Securities Corporation, and American Pacific Securities Corporation. Charles holds a variety of licenses and designations, including Series 7TO, Series 63, Series 65, Series 24, and SIE. Charles provides a range of financial services, including investment advice, financial planning, and portfolio management. Charles is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Charles Spencer Gould is a financial advisor who has been in the industry since 1996. Charles Spencer Gould is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked with BANCWEST INVESTMENT SERVICES, INC., UNIONBANC INVESTMENT SERVICES, LLC, MBSC SECURITIES CORPORATION, FRANKLIN TEMPLETON FINANCIAL SERVICES CORP., TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC., WELLS FARGO INVESTMENTS, LLC, MBSC, LLC, MELLON FINANCIAL MARKETS, LLC, and AMSOUTH INVESTMENT SERVICES, INC. Charles Spencer Gould has specializations in equities, fixed income, options, mutual funds, and variable annuities.

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ADVISOR BIO

Charles Johnson is a financial advisor with Morgan Stanley. Charles has been in the financial services industry since December 19, 2000 and is registered with both FINRA and the state of Texas. Charles has previously worked at CITIGROUP GLOBAL MARKETS INC. and MORGAN STANLEY SMITH BARNEY.

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ADVISOR BIO

Charles Gabriel Sosa is a financial advisor who has been in the industry since 2010. Charles is currently registered with LPL Financial LLC and has been with the firm since December 2021. Prior to joining LPL Financial LLC, Charles was with Securities America, Inc. from October 2017 to December 2021 and National Planning Corporation from February 2010 to October 2017. Charles specializes in providing financial planning, portfolio management for individuals and businesses, and consulting services. Charles is registered in 25 states and has a Series 7 and Series 66 license.

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ADVISOR BIO

Charles Victor Sanders is a registered investment advisor in California with a focus on financial planning and investment consulting. Charles is affiliated with Wells Fargo Clearing Services, LLC, and has experience in the financial services industry since 2013. Charles offers advisory services for individuals, businesses, and institutional clients.

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ADVISOR BIO

Charles Y Kerl is a financial advisor with Morgan Stanley. Charles has been a registered investment advisor in the financial services industry since 2011. Charles is currently registered with the state of California, Minnesota and Texas. Charles is also registered as a General Securities Representative, Series 31 and Securities Industry Essentials. Charles's firm, Morgan Stanley, manages assets for individuals, corporations, institutions and governments, in addition to pooled investment vehicles. Charles is also a partner in Bear Unlimited LLC, a real estate firm.

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ADVISOR BIO

Charles Warren Coughlin is a financial advisor who has been in the industry since August 2011. Charles is a registered representative of UBS Financial Services Inc. Charles has a Series 66 license, a Series 7 license and a SIE license. He is registered in 32 states and the District of Columbia. Charles provides financial planning, portfolio management and educational seminars. He also serves as an advisor or member of an advisory committee for several non-profit organizations.

SPECIALIZATIONS