Charles Youree (CRD# 1904601) is an Investment Advisor Representative working at Main Street Investors, LLC in Brentwood, TN and has over 35 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Main Street Investors, LLC | Nashville, TN | Oct 2018 - Current | 5 |
| Park Avenue Securities LLC | Brentwood, TN | Mar 2004 - Dec 2018 | 14 |
| Park Avenue Securities LLC | Brentwood, TN | May 1999 - Dec 2018 | 19 |
| Peachtree Planning Of Tennessee | Brentwood, TN | Oct 2005 - Nov 2018 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1989 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2008 |
- TN
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts102ACCOUNTS
-
Average Account Value$159,608
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, TN
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.