Charles Wattles, financial advisor Ann Arbor MI
96 score

Charles Wattles

CRD Number: 1315433
Current Firm: Long Road Investment Counsel, LLC

Charles Wattles (CRD# 1315433) is an Investment Advisor Representative working at Long Road Investment Counsel, LLC in Ann Arbor, MI and has over 25 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Long Road Investment Counsel, LLC Ann Arbor, MI Apr 2014 - Current 2
Arcadia Investment Management Corp Kalamazoo, MI Mar 1995 - Mar 2014 19
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 1991
Contact Info for Charles D. Wattles
Phone Number: 734-794-4764
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    154
    MILLIONS
  • Total Number of Accounts
    115
    ACCOUNTS
  • Average Account Value
    $1,339,116
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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