Charles EstesCRD Number: 1505107
Current Firm: Cambridge Investment Research Advisors, Inc.
Charles Estes (CRD# 1505107) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Brentwood, TN and has over 36 years of experience in the finance industry.
Cypress Capital, LLC
Ameriprise Financial Services, LLC
Raymond James Financial Services Advisors, Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||Jan 2011 - Current||12|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jan 2011 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1987|
Total Assets Under Management82,428MILLIONS
Total Number of Accounts461,370ACCOUNTS
Average Account Value$178,659
- 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)
- Market timing services
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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