ADVISOR BIO

Charles Logan Lilly is an active registered representative with J.P. Morgan Securities LLC. Charles has been working in the industry since August 7, 2024. Charles is registered to sell securities in Kentucky and Indiana and holds Series 63, 6TO, and SIE licenses. Charles works out of the Owensboro, Kentucky office of J.P. Morgan Securities. J.P. Morgan Securities is a large firm based in New York City. J.P. Morgan Securities has over $249 Billion in assets under management and works with various clients, including high-net-worth individuals, corporations, and insurance companies.

SPECIALIZATIONS

ADVISOR BIO

Charles Goldie has been in the financial services industry since January 19, 2007. Charles is currently registered with LPL Financial LLC and is active in both Broker-Dealer and Investment Advisor capacities. Charles is licensed to provide financial services in Kentucky, Florida, Maryland, Massachusetts, Michigan, North Carolina, Tennessee and West Virginia. Prior to joining LPL Financial LLC, Charles was affiliated with Edward Jones.

SPECIALIZATIONS

ADVISOR BIO

Charles Arthur Eisenmann is an investment advisor representative with LPL Financial LLC in Louisville, Kentucky. Charles has been in the financial services industry since 1988. Charles has a history of working for well known financial firms including UBS Financial Services Inc., J.J.B. Hilliard, W.L. Lyons, Inc., PNC Brokerage Corp., and PNC Securities Corp. Charles holds Series 3, 7, 24, 63, and 65 securities licenses and is registered in Colorado, Florida, Georgia, Kentucky, Ohio, Washington, and Wisconsin.

SPECIALIZATIONS

ADVISOR BIO

Charles Preston Uhl is a financial advisor at Edward Jones. Charles has been in the financial services industry since 2021. Charles is registered with the Securities and Exchange Commission (SEC) and is a registered representative in several states including Colorado, Florida, Georgia, Indiana, Kentucky, Massachusetts, New Jersey, North Carolina, Ohio, Tennessee, Texas, Utah, and Wyoming. Charles has passed the Series 7TO, SIE, and Uniform Combined State Law Examination. Charles has experience providing financial planning, pension consulting, and portfolio management for businesses and individuals.

SPECIALIZATIONS

ADVISOR BIO

Charles E. Davis is an investment advisor representative with Fidelity Personal and Workplace Advisors. Charles is registered with the state of Kentucky and has been in the industry since April 2024. Charles has the Series 66, Series 7TO, and SIE licenses.

SPECIALIZATIONS

ADVISOR BIO

Charles William Sobieck is a financial advisor currently registered with Edward Jones in Somerset, Kentucky. Charles has been in the securities industry since January 13, 2013. Charles holds Series 7 and Series 66 licenses, as well as the SIE exam. Charles has also been registered in several states. Charles also manages ATCB, LLC, a commercial real estate firm in Somerset, Kentucky.

SPECIALIZATIONS

ADVISOR BIO

Charles Copas is a financial professional with over 20 years of experience in the financial services industry. Currently, Charles is registered with Allstate Financial Services, LLC. Charles is a Series 6 and SIE licensed representative. Charles has held previous positions with Cambridge Investment Research, Inc., Ridgeway & Conger, Inc., Lifemark Securities Corp., and Linsco/Private Ledger Corp.. Charles has been registered in six states and has a history of being a Registered Representative in the states of Alabama, Florida, Indiana, Kentucky, Tennessee, and Texas.

SPECIALIZATIONS

ADVISOR BIO

Charles Robert Farnsley is a financial advisor at Farnsley Advisors, a registered investment advisor firm. Charles has over 15 years of experience in the financial services industry. Charles holds the Series 7, Series 63, and Series 66 securities licenses. Charles also has a Certified Financial Planner designation. Charles provides financial planning and portfolio management services to individuals and families.

SPECIALIZATIONS

ADVISOR BIO

Charles Edwin Price is a financial advisor who has been in the industry since 2000. Currently, Charles is registered with LPL Financial LLC, a firm with over $50 Billion in assets under management. Charles provides a variety of financial services to his clients including Financial Planning, Portfolio Management for Individuals and Businesses, and Consulting Services. Charles has worked with many types of clients throughout his career including Individuals, High Net Worth Individuals, Businesses, Charitable Organizations, and Pension Plans.

SPECIALIZATIONS

ADVISOR BIO

Charles Norden is an Investment Advisor Representative at Meridian Wealth Management, LLC. Charles has been with Meridian Wealth Management, LLC since September 2014. Charles has a Series 65 license and is registered in Florida and Kentucky. Charles is also a Managing Member of Meridian Wealth Management West, LLC, a subsidiary of Meridian Wealth Management, LLC, located in Tucson, Arizona. Charles is a co-owner and operator of A&M Solutions LLC and is also a Managing Member of Caicos Financial LLC. Charles offers financial planning, pension consulting, and portfolio management services for individuals and businesses.

SPECIALIZATIONS