Charles Kern (CRD# 2404048) is an Investment Advisor Representative working at Pilot Investment Services, LLC in Greensboro, NC and has over 30 years of experience in the finance industry.
CRD# 2756872
Absher Wealth Management, LLC
CRD# 1698005
Grove Point Advisors, LLC
CRD# 4161901
Founders Financial Alliance, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pilot Investment Services, LLC | Greensboro, NC | Aug 2015 - Current | 8 |
| Danny Fontana Enterprises | Charlotte, NC | Apr 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1993 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2013 |
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.
Get Details on the FINRA Advisor Check site- NC
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Total Assets Under Management2MILLIONS
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Total Number of Accounts14ACCOUNTS
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Average Account Value$114,286
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
NC
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