Years of Experience
5-20+ Years
OLNEY, MD
29 Years Experience
1 Disclosures
ADVISOR BIO
Charles Eugene Rucker Jr. is a financial advisor who has been in the industry since 1993. Charles is currently registered with Osaic Wealth, Inc. as an investment advisor representative and is also registered with the state of Maryland and Virginia. Previously, Charles has been registered with Woodbury Financial Services, Inc., Truist Investment Services, Inc., Capital One Investment Services LLC, Chevy Chase Financial Services, CitiCorp Investment Services, NYLife Securities Inc. and La Jolla Capital Corporation. Charles holds a Series 7, 63, 65, 66, 24 and 39 license and has experience with financial planning, portfolio management, investment advice, and insurance planning. Charles is currently the financial advisor at Capital Harvest Wealth Partners.
SPECIALIZATIONS
CALVERTON, MD
15 Years Experience
0 Disclosures
ADVISOR BIO
Charles Hill is a financial advisor at PFS Investments Inc., a firm with headquarters in Duluth, Georgia. Charles has been in the industry since March 15, 2010, and holds Series 6 and Series 63 licenses as well as the SIE. Charles is registered with FINRA and the states of Maryland, Virginia, and the District of Columbia.
SPECIALIZATIONS
BEL AIR, MD
34 Years Experience
1 Disclosures
ADVISOR BIO
Charles James Wetzel is a financial advisor with over 30 years of experience in the financial services industry. Charles is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Charles has a diverse background, having previously worked for firms such as CADARET, GRANT & CO., INC., PRIME CAPITAL SERVICES, INC., ROYAL ALLIANCE ASSOCIATES, INC., LINCOLN FINANCIAL ADVISORS CORPORATION, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, PRUCO SECURITIES CORPORATION, THE PRUDENTIAL INSURANCE COMPANY OF AMERICA, and NYLIFE SECURITIES INC. Charles holds the Series 6, 7, 22, 63, and SIE licenses, and is a Certified Financial Planner. Charles focuses on providing financial planning, investment advisory services, and insurance to individuals, businesses, and charitable organizations. Charles is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.
SPECIALIZATIONS
Fulton, MD
0 Disclosures
ADVISOR BIO
Charles Gerald Walker is a financial advisor with over 25 years of experience. Charles currently works at Wealthspire Advisors and has been registered with the firm since March 2021. Prior to joining Wealthspire Advisors, Charles worked at SunTrust Investment Services, Inc. and M&T Securities, Inc. Charles has a strong background in providing financial advice and has earned the Certified Financial Planner designation. Charles has a focus on providing financial advice for individuals, families and small businesses.
SPECIALIZATIONS
BETHESDA, MD
10 Years Experience
0 Disclosures
ADVISOR BIO
Charles Macewan Anderson is a financial advisor with over 8 years of experience in the financial services industry. Charles is registered with UBS Financial Services Inc. and holds Series 7, Series 66, and SIE licenses. Charles provides financial planning, portfolio management, and pension consulting services. Charles has experience working with individuals, high-net-worth individuals, corporations, and other businesses.
SPECIALIZATIONS
FEDERALSBURG, MD
33 Years Experience
1 Disclosures
ADVISOR BIO
Charles Brohawn has been a financial professional since 1992. Charles has a long and successful career in the financial services industry, including experience with The Prudential Insurance Company of America and LPL Enterprise, LLC. Charles is currently registered with LPL Enterprise, LLC in Maryland and holds multiple licenses, including the Series 6, Series 63, and Series 65 licenses. Charles also holds the Certified Financial Planner and Chartered Financial Consultant designations. Charles provides financial planning, portfolio management and consulting services to individuals and businesses.
SPECIALIZATIONS
Annapolis, MD
14 Years Experience
0 Disclosures
ADVISOR BIO
Charles Krick is a financial advisor at Morgan Stanley. Charles has been in the financial industry since 2011. Charles has a Series 7 and Series 66 license and is registered in 32 states and the District of Columbia. Charles has previously worked at Jones Lang LaSalle Securities, Inc. and Legg Mason Wood Walker, Incorporated.
SPECIALIZATIONS
Annapolis, MD
32 Years Experience
0 Disclosures
ADVISOR BIO
Charles Robert Alderman is a financial advisor with Cambridge Investment Research, Inc. in Annapolis, MD. Charles has been in the industry for 30 years and has experience in providing financial advice and investment services. Charles is registered with FINRA and holds Series 6, Series 63, and Series 65 licenses. Charles previously worked with LINCOLN FINANCIAL SECURITIES CORPORATION and PRUCO SECURITIES, LLC.
SPECIALIZATIONS
No specializations listed.
Lutherville, MD
24 Years Experience
0 Disclosures
ADVISOR BIO
Charles Ward is a financial advisor with over 20 years of experience in the industry. Charles is currently registered with Harbor Investment Advisory, LLC and has been with the firm since 2015. Previously, Charles held positions at UBS Financial Services Inc., Citigroup Global Markets Inc. and Deutsche Bank Securities Inc. Charles holds the Series 7, Series 31, and Series 66 licenses. Charles also has a SIE license.
SPECIALIZATIONS
BETHESDA, MD
0 Disclosures
ADVISOR BIO
Charles Dalton Miller is an investment advisor representative with Steward Partners Investment Advisory, LLC. Charles has been in the industry since June 2024. Charles has passed both the Series 7TO and SIE exams. Charles specializes in providing financial consulting, financial planning, and pension consulting services to a wide range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Charles has previously worked at Wells Fargo Advisors, Americold Logistics, and Little River Clothing.
SPECIALIZATIONS
