Charles Stevens, financial advisor Boardman OH
77 score

Charles Stevens

CRD Number: 1054000
Current Firm: Bfc Planning, Inc.

Charles Stevens (CRD# 1054000) is an Investment Advisor Representative working at Bfc Planning, Inc. in Boardman, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Bfc Planning, Inc. Boardman, OH Feb 2014 - Current 2
Berthel Fisher & Company Financial Services, Inc. Boardman, OH Oct 2012 - Current 4
The O.n. Equity Sales Company Boardman, OH Jul 1995 - Oct 2012 17

Charles Stevens has no recent exams reported.
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Charles R. Stevens
Phone Number: 319-447-5700
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    226
    MILLIONS
  • Total Number of Accounts
    1,960
    ACCOUNTS
  • Average Account Value
    $115,102
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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

AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, WA, WI, WV

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BADGES
77

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