Charles LavinskyCRD Number: 303831
Current Firm: Wells Fargo Clearing Services, LLC
Charles Lavinsky (CRD# 303831) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Boca Raton, FL and has over 35 years of experience in the finance industry.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
World Equity Group, Inc.
|Wells Fargo Clearing Services, LLC||White Plains, NY||Nov 2016 - Current||5|
|Wells Fargo Advisors LLC||White Plains, NY||May 2009 - Nov 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1986|
|S65||NASAA Investment Advisors Law Examination||Jun 1999|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, 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, VI, VT, WA, WI, WV, WY
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