ADVISOR BIO

Charles Wagner is a financial advisor with LPL Financial LLC. Charles has been in the financial industry since 2003 and has a broad range of experience in the financial services sector. Charles is registered with FINRA and holds the Series 7 and 63 licenses and the SIE certification. Charles also holds the Series 65 license and is registered as an Investment Advisor Representative. Charles is an active member of the community, and has a passion for helping his clients achieve their financial goals. Charles specializes in providing financial advice and planning services to individuals, families, and businesses.

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ADVISOR BIO

Charles Martin Flood is an investment advisor representative currently registered with Flood, Bumstead, McCready & McCarthy, Inc. Charles has been with the firm since January 1990. Charles is licensed to provide investment advice in California, New York, and Tennessee. Charles primarily provides financial planning, investment advisory services, and selection of other advisors for high-net-worth individuals. Charles manages assets for 100 high-net-worth individuals and 30 other individuals for a total of 130 clients.

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ADVISOR BIO

Charles Thomas Herron is a financial advisor with over 10 years of experience in the financial services industry. Charles is a CERTIFIED FINANCIAL PLANNER™ professional and is registered to provide investment advice in 22 states, including Tennessee, Florida, and Texas. Charles is currently employed by Osaic Wealth, Inc. where Charles provides investment advice to individuals, businesses, and charitable organizations. Prior to joining Osaic Wealth, Inc., Charles worked for Signator Investors, Inc. Charles holds the Series 7, Series 66, and SIE licenses.

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ADVISOR BIO

Charles Raube is a financial advisor with over 17 years of experience in the industry. Charles is currently registered with Cetera Investment Advisers LLC, a firm that specializes in providing a wide range of financial services, including financial planning, portfolio management, and pension consulting. Charles is also registered with the state of Texas, providing his services to a diverse clientele. Prior to joining Cetera Investment Advisers LLC, Charles worked at Securian Financial Services, Inc. for over 13 years. Charles holds the Series 66, Series 7, and SIE exams. He is also a Chartered Financial Consultant.

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ADVISOR BIO

Charles Pareigis is a financial advisor who has been in the industry since January 2011. Charles is currently registered with Oneamerica Securities, Inc. and is licensed in Tennessee. Charles holds the Series 6, Series 63, and SIE licenses. Charles specializes in financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Charles Peebles is a registered representative with Raymond James & Associates, Inc. with an active BC scope. Charles has been in the industry since 1987 and has held previous positions at firms such as MORGAN KEEGAN & COMPANY, INC. and CAMBRIDGE PARTNERS, L.L.C. Charles is licensed in Tennessee and has passed the Series 3, Series 7, Series 24 and SIE exams. Charles specializes in the areas of investment companies, pension and profit sharing plans, and corporations or other businesses.

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ADVISOR BIO

Charles Edward Earle is a registered representative with LPL Financial LLC. Charles has over 17 years of experience in the financial services industry. Charles has a Series 7 and Series 66 license. Previously, Charles has worked at INVEST Financial Corporation and Securities America, Inc. Charles works in the Clinton, TN office of LPL Financial LLC.

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ADVISOR BIO

Charles Laird is a registered representative and investment advisor representative with J.p. Morgan Securities LLC. Charles is licensed in multiple states and holds Series 7TO, SIE, and Series 66 securities licenses. Charles has experience in the financial services industry, having worked at JPMorgan Chase Bank, N.A. and PNC Financial Services Group Inc. Charles's specializations include financial planning, pension consulting, and portfolio management for businesses and individuals. Charles is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Charles Auerbach is a financial advisor with TLG Advisors, Inc. Charles has been in the financial services industry since 1983. Charles is registered with the state of Tennessee and is a Certified Financial Planner and Chartered Financial Consultant. Charles has experience working with individuals, corporations, and pension and profit-sharing plans. Previous employers include LPL Financial LLC, Advantage Investment Management LLC and MAS Advisors LLC.

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ADVISOR BIO

Charles David Ruch is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Memphis, Tennessee. Charles has been in the industry since September 20, 1983. Charles holds the Series 7, Series 63, and Series 65 licenses and the SIE exam. Charles has experience working with individuals, high-net-worth individuals, businesses, corporations, charitable organizations, pension plans, and insurance companies. Charles is a member of the finance committee at Idlewild Presbyterian Church in Memphis, Tennessee.

SPECIALIZATIONS