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 R. Sterling is an investment advisor representative at Deafinvest. Charles is a registered investment advisor representative in Arizona, District of Columbia, Florida, Maryland, and Virginia. Deafinvest, the firm that Charles is affiliated with, is a Registered Investment Adviser in Maryland, Florida, Arizona, Virginia, and District of Columbia. Deafinvest provides financial planning, educational seminars, portfolio management for individuals, and portfolio management for pooled investment vehicles. Charles has been in the financial services industry since January 2008 and is affiliated with Deafinvest. Deafinvest manages approximately $13,000,000 in assets for 62 clients. Deafinvest receives compensation from its clients in the form of fixed fees, hourly charges, and a percentage of assets.

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ADVISOR BIO

Charles R. Spencer is a registered investment advisor representative with Morgan Stanley in Newport News, Virginia. Charles has been in the financial services industry for over 30 years, and is registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority. Charles also holds Series 7, 63, 31, and SIE licenses. In addition to the services offered by Morgan Stanley, Charles also provides trust and estate administration services.

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ADVISOR BIO

Charles Williams is a financial professional with over 30 years of experience in the financial services industry. Charles has worked with several firms, including Jefferson Pilot Securities Corporation, Vestax Securities Corporation, First Union Securities, Inc., First Union Brokerage Services, Inc. and Pruco Securities Corporation. Currently, Charles is registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. Charles is also registered in multiple states including Virginia, North Carolina, Georgia, New York, Pennsylvania, and the District of Columbia. He holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Charles is also a Chartered Financial Consultant. Charles offers a range of financial services, including financial planning, portfolio management for businesses and individuals, and pension consulting. He also provides educational seminars and selection of other advisers. Charles is committed to helping his clients achieve their financial goals.

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ADVISOR BIO

Charles Carr is a registered investment advisor representative with Carr Capital Management. Charles Carr is active in Virginia, Mississippi, and Tennessee. Charles Carr has been in the industry since July 2010. The firm Carr Capital Management has a total of 25 clients with $72,000,759 in regulatory assets under management. Carr Capital Management provides portfolio management for individuals.

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ADVISOR BIO

Charles Ewald is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. He is based in Charlottesville, Virginia and has been in the industry since 2001. Charles has earned his Series 7, Series 63, and Series 66 securities licenses. He is also registered with the state of Virginia as an investment advisor. His career has included employment with Bank of America, N.A. and Merrill Lynch. He is an advisory board member of the Miller School of Albemarle, a private boarding school.

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ADVISOR BIO

Charles Earl Bennett is a financial advisor registered with PFS Investments Inc.. Charles has been in the industry since 1996. Charles holds licenses for both securities and investment advisory services. Charles can provide advice and services to individuals. Charles is registered in the following states: California, Florida, Maryland, Michigan, North Carolina, Pennsylvania, Texas, Virginia.

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ADVISOR BIO

Charles Wise is a financial advisor with over 35 years of experience in the industry. He is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2009. Charles holds various licenses including Series 7, 3, 63, and 65. He specializes in providing investment consulting services to institutional clients, portfolio management for individuals and businesses, as well as financial planning. Charles has a strong track record of success in helping clients achieve their financial goals and is committed to providing personalized and professional service.

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ADVISOR BIO

Charles Baber White is an Investment Adviser Representative with Pettyjohn, Wood & White, Inc. Charles is a registered Investment Advisor with the state of Virginia. He has a Series 65 license and is also a Chartered Financial Analyst. Charles has been in the financial industry since 1998. His current employment with Pettyjohn, Wood & White, Inc. started in December of 2021.

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ADVISOR BIO

Charles Williams is a financial advisor who has been in the industry since 2008. Charles is currently registered with PFS Investments Inc. in RICHMOND, VA. Charles has passed the Series 63, SIE and Series 6 exams. Charles has experience working with individuals and has a special focus on investment company products.

SPECIALIZATIONS