Charles Threet, financial advisor Antioch TN
93 score

Charles Threet

CRD Number: 4563105
Current Firm: Virtue Capital Management, LLC

Charles Threet (CRD# 4563105) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Antioch, TN and has over 15 years of experience in the finance industry.

Similar Advisors
Ann Dotson, financial advisor Antioch TN
Ann R. Dotson
CRD# 1823608
Retirement Resources Management, LLC
Score
101
Similar Advisors
Stephen Martin, financial advisor Antioch TN
Stephen W. Martin
CRD# 2955244
Fifth Third Securities, Inc.
Score
81
Similar Advisors
George Quinn, financial advisor Antioch TN
George A. Quinn
CRD# 5700466
Quinn Stauffer Financial, LLC
Score
101
Company Name Location Dates Years
Virtue Capital Management, LLC Nashville, TN May 2017 - Current < 1
Threet Retirement Planning Antioch, TN Jul 2016 - Current 1
Charles M Threet Antioch, TN Jan 2005 - Current 13
Hbw Insurance & Fin. Services Simi Valley, CA Aug 2003 - Current 14
U.s. Postal Svce Nashville, TN Jan 1998 - Current 20
Brookstone Capital Management LLC Wheaton, IL Dec 2014 - May 2017 2
Hbw Advisory Services LLC Simi Valley, CA Sep 2009 - Dec 2014 5
Convenant Reliance Producers Nashville, TN Nov 2007 - Dec 2014 7
Brookstone Capital Management Wheaton, IL Jul 2008 - Jul 2009 1
Hbw Mortgage Simi Valley, CA Sep 2007 - Jan 2009 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S65 NASAA Investment Advisors Law Examination Jun 2008
Contact Info for Charles M. Threet
Phone Number: 615-340-0801
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    340
    MILLIONS
  • Total Number of Accounts
    2,600
    ACCOUNTS
  • Average Account Value
    $130,907
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.