Charles Stanley, financial advisor Austin TX
96 score

Charles Stanley

CRD Number: 1805936
Current Firm: Worthpointe

Charles Stanley (CRD# 1805936) is an Investment Advisor Representative working at Worthpointe in Austin, TX and has over 28 years of experience in the finance industry. Charles Stanley 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.

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Professional Designations
Company Name Location Dates Years
Worthpointe, LLC San Diego, CA Sep 2013 - Current 3
Trovena, LLC San Diego, CA Jul 2008 - Current 8
Trovena Investment Advisors San Diego, CA Jul 2007 - Sep 2013 6
Capital Financial Advisors San Diego, CA Oct 2006 - Jul 2008 1
The Widow's Coach, Inc. Escondido, CA Jul 2004 - Dec 2006 2
The Compassionate Capitalist Escondido, CA Jul 1994 - Oct 2006 12
Various-life Insurance Sales Escondido, CA Jul 1990 - Aug 2006 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1988
S65 NASAA Investment Advisors Law Examination Feb 1996
Contact Info for Charles L. Stanley
Phone Number: 800-620-4232
Firm Website: http://www.wpwm.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    363
    MILLIONS
  • Total Number of Accounts
    1,299
    ACCOUNTS
  • Average Account Value
    $279,677
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, GA, IA, IL, NC, NJ, NY, OK, PA, TX, WA

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

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