Charles Markwalter (CRD# 4548571) is an Investment Advisor Representative working at Montag & Caldwell, LLC in Atlanta, GA and has over 18 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Montag & Caldwell, LLC | Atlanta, GA | Sep 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2005 |
- GA
- TX
-
Total Assets Under Management683MILLIONS
-
Total Number of Accounts216ACCOUNTS
-
Average Account Value$3,164,351
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, CA, FL, GA, IL, LA, MA, NC, NY, PA, SC, TX, VA
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