Charles Nesmith, financial advisor Plantation FL

Charles Nesmith

CRD Number: 5954753
Current Firm: Tobias Financial Advisors

Charles Nesmith (CRD# 5954753) is an Investment Advisor Representative working at Tobias Financial Advisors in Plantation, FL and has over 12 years of experience in the finance industry. Charles Nesmith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Mario Yngerto, financial advisor Plantation FL
Mario Yngerto
CRD# 1612984
Genesis Wealth Management, Inc.
Similar Advisors
Christopher Conness, financial advisor Plantation FL
Christopher G. Conness
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
Similar Advisors
Hans Abate, financial advisor Plantation FL
Hans A. Abate
CRD# 4563511
Efg Asset Management (americas) Corp.
Professional Designations
Company Name Location Dates Years
Tobias Financial Advisors, Inc. Plantation, FL Feb 2021 - Current 3
Berman Capital Advisors, LLC Atlanta, GA Nov 2018 - Jan 2021 2
Axa Advisors LLC Atlanta, GA Jul 2016 - Nov 2018 2
Wealth Partners, Llc/yovar Wealth Partners Atlanta, GA Jul 2016 - Nov 2018 2
Integer Wealth Advisors Group Kennesaw, GA Jul 2011 - Jul 2016 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2011
S63 Uniform Securities State Law Examination Jan 2017
Contact Info for Charles J. Nesmith
Phone Number: 954-424-1660
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    641
    MILLIONS
  • Total Number of Accounts
    1,690
    ACCOUNTS
  • Average Account Value
    $379,290
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA, FL, LA, NJ, NY, TX

Ready to hire a financial advisor? Get competitive proposals from Charles Nesmith and other advisors.
BADGES

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 derived from SEC.gov data covering 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.

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.