Charles KinnisonCRD Number: 1850834
Current Firm: H.d. Vest Advisory Services, Inc.
Charles Kinnison (CRD# 1850834) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Auburn, CA and has over 16 years of experience in the finance industry.
Clarion Advisors Inc.
Wells Fargo Advisors, LLC
Adams Ashby Financial Advisors
|Hd Vest Financial Services||Auburn, CA||Jan 2015 - Current||1|
|Hd Vest Advisory||Auburn, CA||Jan 2015 - Current||1|
|Hd Vest Insurance Agency, Inc.||Irving, TX||Jan 2015 - Current||1|
|Kinnison Financial Strategies||Auburn, CA||Aug 1988 - Current||28|
|J.p. Turner & Company, LLC||Auburn, CA||Mar 2010 - Jan 2015||4|
|Financial Advisers Of America, LLC||Auburn, CA||Dec 2008 - Dec 2009||1|
|Eplanning Securities Inc.||Auburn, CA||Oct 2006 - Dec 2008||2|
|Saint Mary's College||Moraga, CA||Aug 1983 - Dec 2007||24|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2000|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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