Years of Experience
5-20+ Years
DALLAS, TX
53 Years Experience
0 Disclosures
ADVISOR BIO
Charles Kirkland Davis is a financial advisor based in Dallas, Texas. Charles is registered with Citigroup Global Markets Inc., and has been with the firm since 2010. Charles previously worked at DEUTSCHE BANK SECURITIES INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, HOWARD, WEIL, LABOUISSE, FRIEDRICHS INC., ROTAN MOSLE INC., and RAUSCHER PIERCE REFSNES, INC. Charles holds licenses for Series 63, 8, 7, and SIE exams. The advisor is active in both Broker-Dealer and Investment Advisor capacities and has a history of working with individuals, corporations, and various institutional clients.
SPECIALIZATIONS
DALLAS, TX
22 Years Experience
0 Disclosures
ADVISOR BIO
Charles Raymond Shimer is an investment advisor representative at Level Four Advisory Services. Charles has been in the financial services industry since 2002. Charles is also registered with Level Four Capital Management. Charles has a Series 6, Series 7, and Series 63 license. Charles is a Chartered Financial Analyst (CFA). Charles has experience in investment research, due diligence and selection, portfolio construction, implementation and management.
SPECIALIZATIONS
Dallas, TX
3 Years Experience
0 Disclosures
ADVISOR BIO
Charles Stuyvesant Coleman is an investment advisor representative at J.P. Morgan Securities LLC. Charles Coleman is registered with FINRA, the Securities Investor Protection Corporation (SIPC), and the state of Texas. Charles Coleman has been in the securities industry since December 2021.
SPECIALIZATIONS
DALLAS, TX
11 Years Experience
0 Disclosures
ADVISOR BIO
Charles Munsell is an investment advisor representative who has been working in the financial services industry since September 25, 2013. Charles is registered with ISC Advisors, Inc. and is licensed to provide investment advice in Texas. Charles offers a range of financial services, including financial planning, portfolio management, pension consulting, and educational seminars. Charles has a focus on providing services to high-net-worth individuals, corporations, and other businesses.
SPECIALIZATIONS
Dallas, TX
6 Years Experience
0 Disclosures
ADVISOR BIO
Charley A. Ford is an Investment Advisor Representative with J.p. Morgan Securities LLC and has been in the industry since 2019. Charley A. Ford holds the Series 7TO, Series 63, and Series 65 licenses. Charley A. Ford works out of the Dallas, TX office of J.p. Morgan Securities LLC.
SPECIALIZATIONS
DALLAS, TX
15 Years Experience
1 Disclosures
ADVISOR BIO
Charlie Wright is a financial advisor with Edward Jones, a firm that manages over $824 billion in client assets. Charlie has been a registered representative for over a decade and has worked with firms like PRUCO Securities and AXA Advisors. Charlie holds the Series 66, 7, and 24 licenses and is registered in numerous states. Charlie specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.
SPECIALIZATIONS
DALLAS, TX
32 Years Experience
0 Disclosures
ADVISOR BIO
Charlotte Logann is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Charlotte has been in the industry since December 1992. Charlotte holds licenses in Texas, Louisiana, and many other states. Charlotte has a variety of certifications and licenses including the Series 7, Series 3, Series 10, Series 9, Series 66, and Series 63. Charlotte's firm has more than $1 trillion in assets under management.
SPECIALIZATIONS
DALLAS, TX
9 Years Experience
0 Disclosures
ADVISOR BIO
Charlotte Paige Berry is a financial advisor registered with UBS Financial Services Inc., based in DALLAS, TX. Charlotte has been in the financial industry since June 2016 and is licensed to provide investment advice in Colorado, Florida, Indiana, Louisiana, and Texas. Charlotte is also a registered representative for UBS Financial Services Inc. in Texas.
SPECIALIZATIONS
DALLAS, TX
0 Disclosures
ADVISOR BIO
Chase Gorman is a financial advisor with Edelman Financial Engines. Chase holds the Series 63, 65, and SIE licenses. Chase has over two years of experience in the financial services industry. Chase also holds the Certified Financial Planner designation. Chase specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Chase is committed to helping clients achieve their financial goals.
SPECIALIZATIONS
DALLAS, TX
18 Years Experience
0 Disclosures
ADVISOR BIO
Chase Awalt is a financial advisor who has been in the industry since 2006. Chase is registered with Cetera Investment Advisers LLC and has also been registered with Securian Financial Services, Inc.. Chase is a licensed broker and investment advisor in the states of California, Colorado, Florida, Georgia, Louisiana, New Mexico, Ohio, Oklahoma, Oregon, Texas and Wyoming. Chase holds the Series 7 and Series 66 licenses and the SIE exam. Chase has a strong background in financial planning, pension consulting and portfolio management.
SPECIALIZATIONS