Charles Shiver, financial advisor Carrollton GA

Charles Shiver

CRD Number: 7074602
Current Firm: Edward Jones

Charles Shiver (CRD# 7074602) is an Investment Advisor Representative working at Edward Jones in Carrollton, GA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Mar 2019 - Current 5
Rubicon Global Atlanta, GA Mar 2018 - Mar 2019 1
Unemployed Carrolton, GA Mar 2017 - Dec 2018 1
Solesbee's Equpment & Attachments Winston, GA Jan 2018 - Mar 2018 < 1
Brown Dog Eatery Carrollton, GA Aug 2016 - Mar 2017 < 1
The City Tavern Carrollton, GA Apr 2015 - Mar 2017 1
University Of West Georgia Carrollton, GA Mar 2009 - Jul 2016 7
Paladinos Pizza Carrollton, GA Sep 2014 - Apr 2015 < 1
Sunset Hills Country Club Carrollton, GA Jun 2014 - Aug 2014 < 1
The Irish Bred Pub Carrollton, GA Jun 2013 - Jul 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Charles R. Shiver
Phone Number: 314-515-2000
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    692,248
    MILLIONS
  • Total Number of Accounts
    4,749,388
    ACCOUNTS
  • Average Account Value
    $145,755
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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