ADVISOR BIO

Charles Edward Gallagher is a registered representative with Principal Securities, Inc. Charles has over 7 years of experience in the financial services industry. Charles has been registered with the Securities and Exchange Commission since 7/13/2015. Charles is licensed to sell securities in Arizona, California, Idaho, Kansas, and North Dakota. Charles is also registered with the Financial Industry Regulatory Authority (FINRA). Charles has passed the Series 6, Series 63, and SIE exams. Charles is an Investment Advisor Representative and can provide financial planning and portfolio management services.

SPECIALIZATIONS

ADVISOR BIO

Charles Carty is an Investment Advisor Representative at Carty Financial, Inc., based in Camarillo, California. Charles has been in the industry since 1993 and has a broad range of experience. Charles holds multiple licenses including the Series 7, 10, 9, 63 and 65. Charles has previously worked at Brookstreet Securities Corporation, Wachovia Securities, LLC, UBS PaineWebber Inc. and Prudential Securities Incorporated.

SPECIALIZATIONS

ADVISOR BIO

Charles Osivwemu is an active investment advisor representative with Eagle Strategies LLC. Charles has over 8 years of experience in the financial services industry. Charles is registered to offer investment advice in California. Charles specializes in providing financial planning, portfolio management for individuals, and pension consulting services. Charles has held previous positions at MML Investors Services, LLC, Equity Services, Inc., Park Avenue Securities LLC, and NYLIFE Securities LLC.

SPECIALIZATIONS

ADVISOR BIO

Charles Thomas Egan is a financial advisor in San Francisco, California. Egan has been in the industry since October 31, 2011. Egan is registered with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. Egan has Series 63, 65, 7, and SIE licenses. Egan specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Charles Sailor is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Charles is licensed to provide investment advice in Arizona, California, Florida, Georgia, Maryland, Massachusetts, Michigan, Nevada, North Carolina, Oregon, Texas, Virginia and Washington. Charles has been in the securities industry since August 3, 2020.

SPECIALIZATIONS

ADVISOR BIO

Charles Adams is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Charles has been in the financial services industry since 1996 and has held various positions at different firms. Charles has a broad range of experience in the industry and is qualified to provide financial advice to individuals, businesses, and institutions. Charles specializes in financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients.

SPECIALIZATIONS

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

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.

SPECIALIZATIONS

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.

SPECIALIZATIONS

ADVISOR BIO

Charles Romano is a financial advisor with over 10 years of experience in the industry. Charles is currently registered with U.S. Bancorp Advisors, LLC and U.S. Bancorp Investments, Inc. in California. Prior to these roles, Charles worked at Farmers Financial Solutions, LLC. Charles holds Series 6, 7, 24, 63, and 66 licenses and is a registered investment advisor in California. Charles specializes in providing investment advice and portfolio management services for individuals, corporations, and retirement plans.

SPECIALIZATIONS