ADVISOR BIO

Charles Salfity is an investment advisor representative at LPL Financial LLC. Charles has been in the financial services industry since 1979. He has worked for several firms before joining LPL Financial. Charles is a registered investment advisor in California and Texas. He holds Series 7, 24, 63, and 65 licenses. He offers a wide range of financial services, including financial planning, portfolio management, and consulting.

SPECIALIZATIONS

ADVISOR BIO

Charles Goffin is a financial advisor with over 27 years of experience in the industry. Charles currently works as a Registered Representative and Investment Advisor Representative at Wells Fargo Clearing Services, LLC. Charles has been registered in the states of California and Texas. Charles is a licensed Series 7, Series 31, and Series 63 and 65. Charles has previously worked at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Charles is a licensed investment advisor and specializes in portfolio management for businesses and individuals, as well as providing financial planning services.

SPECIALIZATIONS

ADVISOR BIO

Charles Zheng is a financial advisor with over 13 years of experience in the financial services industry. Charles is currently registered with Wells Fargo Clearing Services, LLC. Charles is also registered as an Investment Advisor Representative (IAR) in California and Texas. Charles has held previous positions at J.P. Morgan Securities LLC, Chase Investment Services Corp., Morgan Stanley Smith Barney, and Wells Fargo Investments, LLC. Charles has a strong background in providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and institutions. Charles is committed to providing personalized financial advice and helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Charles Duncan is a financial advisor with over 30 years of experience in the financial services industry. Charles is currently a Managing Director at Beacon Pointe Advisors, LLC. Charles works with individuals, families, and businesses to develop comprehensive financial plans and investment strategies. Charles is a Certified Financial Planner and a Chartered Financial Consultant. Charles is committed to providing his clients with personalized service and sound financial advice.

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 Gabriel Russell is an investment advisor representative with J.P. Morgan Securities LLC. Charles has been in the industry for 1 year and has experience in the following areas: financial planning, pension consulting, and portfolio management for businesses and individuals. Charles is currently registered in 53 states and territories, as well as in Texas and California as an investment advisor. He has passed the Series 66, Series 7TO, and SIE exams.

SPECIALIZATIONS

ADVISOR BIO

Charles Leitch is a financial advisor with over seven years of experience in the industry. Charles is currently registered with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. Previously, Charles was a financial advisor with First Republic Securities Company, LLC. Charles holds Series 7TO, Series 63, and Series 65 licenses. Charles specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting. Charles is also registered to provide investment advisory services in 55 states and territories.

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 Hubbard is an investment advisor representative with Morgan Stanley. Charles has been in the industry since July 2014. Charles is registered to offer securities and investment advisory services in 38 states, including California, Texas and New York. Charles previously worked at RBC Capital Markets, LLC in Beverly Hills, California. Charles has successfully passed the Uniform Combined State Law Examination, the General Securities Representative Examination and the Securities Industry Essentials Examination. Charles specializes in providing financial planning, portfolio management and asset allocation advice.

SPECIALIZATIONS

ADVISOR BIO

Charles Wyman is an Investment Advisor Representative with Seven Post Investment Office LP. Charles has been in the industry since 1996 and has worked for several prominent firms including Goldman, Sachs & Co., GCA Savvian Advisors, LLC, and Putnam Lovell NBF Securities Inc. Charles is registered with the state of California.

SPECIALIZATIONS