Charles Fall, financial advisor Champaign IL
93 score

Charles Fall

CRD Number: 1103987
Current Firm: Prudential Financial Planning Services

Charles Fall (CRD# 1103987) is an Investment Advisor Representative working at Prudential Financial Planning Services in Champaign, IL and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities,llc Champaign, IL Oct 1979 - Current 37
The Prudential Insurance Company Of America Champaign, IL Oct 1979 - Current 37
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1988
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for Charles E. Fall
Phone Number: 800-235-7637
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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