Charles Canady, financial advisor Boone NC
93 score

Charles Canady

CRD Number: 1061450
Current Firm: Principal Securities, Inc.

Charles Canady (CRD# 1061450) is an Investment Advisor Representative working at Principal Securities, Inc. in Boone, NC and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Canady Financial Services Jacksonville, FL Aug 2001 - Current 15
Principal Life Ins Co Boone, NC Apr 1995 - Current 21
Princor Financial Services Corporation Jacksonville, FL Apr 1995 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1991
S66 NASAA Uniform Combined State Law Examination Nov 2010
Contact Info for Charles E. Canady
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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