Charles Dinklage (CRD# 2674824) is an Investment Advisor Representative working at Equitable Advisors, LLC in Burlington, VT and has over 28 years of experience in the finance industry.
CRD# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
CRD# 1978980
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors, LLC | New York, NY | Nov 1995 - Current | 28 |
| Axa Advisors, Llc, | New York, NY | Nov 1995 - Jun 2020 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1995 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2002 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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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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