Charles WestCRD Number: 4432551
Current Firm: Ameriprise Financial Services, Inc.
Charles West (CRD# 4432551) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Minneapolis, MN and has over 14 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Sowell Management Services||North Little Rock, AR||Dec 2015 - Current||1|
|American Express Financial Advisors||Raleigh, NC||Jul 2001 - Current||16|
|Ids Life Insurance Company||Raleigh , NC||Jul 2001 - Current||16|
|Internet Advertising||Cary, NC||Dec 1999 - Current||17|
|Real Estate||Cary, NC||Jan 1996 - Current||21|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2001|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV