ADVISOR BIO

Charles Foster Claflin Hall is a financial advisor with over 28 years of experience in the industry. Charles is currently registered with RBC Capital Markets, LLC and has been with them since 2009. Prior to that Charles was registered with Citigroup Global Markets Inc. from 2006 to 2009, and Legg Mason Wood Walker, Incorporated from 1994 to 2006. Charles is licensed in multiple states and has a strong track record of providing investment advice to a wide range of clients, including high-net-worth individuals, corporations, and institutional investors. Charles offers a variety of financial services, including financial planning, portfolio management, and investment advice. Charles is committed to providing his clients with personalized service and helping them achieve their financial goals.

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ADVISOR BIO

Charles Hillyer is an investment advisor representative with Morgan Stanley. Charles is registered to provide investment advice in 38 states. Charles has been in the financial industry for over 14 years and has experience with both Wells Fargo Advisors and Wachovia Bank. Charles has a Series 6, 7, 63, and 66.

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ADVISOR BIO

Charles Kevin Bankerd is a financial advisor with Grove Point Advisors, LLC. Charles has been in the financial industry since May 15, 1989 and is registered with the state of Texas. Charles also has a license for insurance sales in the state of Texas. Previously, Charles has worked for Mutual Service Corporation, SWS Financial Services, Griffin Financial Services, Invest Financial Corporation, Marketing One Securities, Inc., and American Express Financial Advisors Inc.

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ADVISOR BIO

Charles Woodbury is an investment advisor representative with Park Avenue Securities LLC. Charles has been in the financial services industry since 1985 and has a broad range of experience. Charles has passed the Series 6, Series 7, Series 63, and Series 65 exams and holds the designation of Chartered Financial Consultant. Charles is registered in multiple states and has experience working with a variety of clients including individuals, corporations, charitable organizations, and pension and profit-sharing plans. Charles provides financial planning, portfolio management, and educational seminars to clients. Charles is also a member of the Towson United Methodist Church Stewardship Committee and Planned Giving Committee.

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ADVISOR BIO

Charles Olson is an active investment advisor representative registered with Morgan Stanley. Charles is licensed to provide investment advice in Maryland, Texas and 25 other states. Charles has worked in the securities industry since July 31, 2013 and holds the Series 7, Series 66 and SIE licenses.

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ADVISOR BIO

Charles Anderson is a financial advisor with UBS Financial Services Inc. Charles has over 50 years of experience in the financial industry. Charles is registered in 39 states as a Broker-Dealer and 3 states as an Investment Advisor. Charles is a Series 63 and 65 licensed professional.

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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.

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ADVISOR BIO

Charles Fuller has been in the financial industry since August 2006. Charles Fuller is currently registered with LPL Financial LLC. Charles Fuller has held previous registrations with M&T Securities, Inc., LPL Financial LLC, Raymond James Financial Services, Inc., and SunTrust Investment Services, Inc.. Charles Fuller has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Charles Fuller is currently registered with the state of Maryland as a broker-dealer and investment adviser. Charles Fuller is also registered with the state of Florida as a broker-dealer. Charles Fuller has experience working with high-net-worth individuals, corporations, individuals other than high-net-worth, pension and profit-sharing plans, charitable organizations, and investment clubs.

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ADVISOR BIO

Charlotte Huger is an investment advisor representative at LPL Enterprise, LLC. Charlotte has been working in the financial industry for over four years. Charlotte has a Series 7, Series 63, and Series 65 license. Charlotte is registered to provide investment advisory services in 24 states. LPL Enterprise, LLC offers advisory services in financial planning, educational seminars, and portfolio management for individuals and businesses.

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ADVISOR BIO

Charlotte Salgado Wall is an investment advisor representative with Cetera Investment Advisers LLC, based in Annapolis, MD. Charlotte is registered with FINRA and has been in the industry since 2022. She offers financial planning services to individuals, families, and businesses. Charlotte also holds licenses to provide investment advice in Maryland, Texas, and other states. In addition to working at Cetera Investment Advisers LLC, Charlotte also provides services for Premier Planning Group, working as an Assistant for approximately 37 hours per week and an insurance agent for approximately 5 hours per week.

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