ADVISOR BIO

Charles Lunsford Johnson is an investment advisor representative with Davenport & Co. LLC. Charles has been in the industry since April 1990 and is currently registered with the state of Virginia. Charles has a range of experience in the financial industry, holding registrations with several states including California, Florida, Georgia, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, and West Virginia. In addition to their work as an investment advisor, Charles also serves on the Board of Directors for Agecroft Hall/Museum.

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ADVISOR BIO

Charles Hammond is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. and has been in the industry since 1998. Charles has a broad range of experience, having worked with firms such as SIGMA FINANCIAL CORPORATION, PRINCOR FINANCIAL SERVICES CORPORATION and MML INVESTORS SERVICES, INC. Charles has worked for Cambridge Investment Research Advisors, Inc. since 2012. Charles holds licenses in Pennsylvania and Virginia. Charles also holds a Series 63, Series 65, Series 6, and Series 7 license. Charles is also a licensed insurance agent in Pennsylvania. Charles is a co-founder of The 401K Study Group, Inc., which focuses on supporting the next generation of servant based advisors.

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ADVISOR BIO

Charles Belding Oldfield IV is a financial advisor associated with Wells Fargo Clearing Services, LLC, located in Norfolk, VA. Charles Belding Oldfield IV has over 30 years of experience in the financial services industry and has been registered with the Securities and Exchange Commission since 1983. Charles Belding Oldfield IV is currently registered with the firm Wells Fargo Clearing Services, LLC, and previously held a position with UBS Financial Services Inc. Charles Belding Oldfield IV holds FINRA Series 7, Series 63, and Series 65 licenses.

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ADVISOR BIO

Charles Maloney is a financial advisor at Ameriprise Financial Services, LLC, with over 25 years of experience in the financial services industry. Charles has a strong track record of providing investment advice to individuals, families, and businesses. Charles is also experienced in financial planning, retirement planning, and estate planning. Charles is dedicated to helping clients achieve their financial goals. Charles is registered with the state of Virginia and is licensed to sell securities in a number of other states. Charles has a passion for helping clients achieve their financial goals. Charles is committed to providing clients with the highest level of service and professionalism.

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ADVISOR BIO

Charles Verruggio is an Investment Advisor Representative with Wolf Group Capital Advisors and has been with this firm since August 2015. Charles has been working in the financial services industry for more than 20 years. Prior to joining Wolf Group Capital Advisors, Charles was employed by Allegheny Investments, LTD., MML Investors Services, Inc., Citizens Investment Services Corp., and Morgan Stanley DW Inc. Charles has passed Series 31, Series 7, Series 65 and Series 66 examinations. Charles is registered as an Investment Advisor Representative in Virginia, Texas and Pennsylvania. Charles specializes in portfolio management for individuals, businesses, and charitable organizations. Charles also provides financial planning and selection of other advisers services.

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ADVISOR BIO

Charles Markson is a financial advisor at Wells Fargo Clearing Services, LLC, with over 30 years of experience in the industry. Charles is registered in 48 states and has licenses in both Broker-Dealer and Investment Advisor capacities. Charles specializes in providing financial planning, investment consulting, and portfolio management services to individuals, families, and businesses.

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ADVISOR BIO

Charles Braman is a financial professional with PFS Investments Inc., a financial services firm based in Duluth, Georgia. Charles has been in the industry since July 31, 2020, and has worked at PFS Investments Inc. since August 1, 2020. Charles is licensed in Virginia and holds the Series 63, Series 6TO, and SIE licenses. Charles has a focus on providing investment advice to individuals and has a strong understanding of the needs of high-net-worth individuals. PFS Investments Inc. provides investment advice to a range of clients, including high-net-worth individuals, corporations, and charitable organizations. The firm has over 59,800 accounts under management, totaling over 8.4 billion dollars.

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ADVISOR BIO

Charles Russell is a financial advisor with Alperin Financial Solutions, LLC. Charles has been in the financial services industry for over 22 years. Charles has experience working with a variety of clients including high-net-worth individuals, corporations, and other businesses. Charles is registered with the state of Virginia and holds a Series 66, Series 65, and Series 63. Charles specializes in asset allocation and advisory consulting as well as financial planning and portfolio management for individuals.

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ADVISOR BIO

Charles McCoy is a financial advisor currently registered with Truist Advisory Services, Inc. with a branch office in Norfolk, VA. Charles has been in the financial services industry since 2007. Prior to joining Truist Advisory Services, Inc., Charles worked at BB&T SECURITIES, LLC, and BB&T INVESTMENT SERVICES, INC. Charles specializes in providing financial planning, portfolio management, and financial profiling services to a variety of clients including high net worth individuals, businesses, and corporations. Charles holds several licenses and registrations including the Series 6, Series 7, and Series 66.

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ADVISOR BIO

Charles Edward Morrison is a financial advisor with over 14 years of experience in the industry. Charles Morrison currently works with Merrill Lynch, Pierce, Fenner & Smith Inc. Charles Morrison is also registered as an investment advisor representative. Charles Morrison has previously worked with firms such as Truist Investment Services, Inc., Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, and Chase Investment Services Corp. Charles Morrison holds a Series 7, Series 6, Series 63, and Series 66 licenses. Charles Morrison is registered with FINRA and the following states: Connecticut, District of Columbia, Florida, Maryland, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Charles Morrison has also completed the Securities Industry Essentials Examination. Charles Morrison is dedicated to providing his clients with personalized financial advice.

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