Charles TideyCRD Number: 5903111
Current Firm: Bb&t Investment Services, Inc.
Charles Tidey (CRD# 5903111) is an Investment Advisor Representative working at Bb&t Investment Services, Inc. in Charlotte, NC and has over 5 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Bb&t Investment Services, Inc.||Mclean, VA||May 2015 - Current||2|
|Eagle Strategies LLC||Vienna, VA||May 2014 - May 2015||1|
|Nylife Securities LLC||Vienna, VA||Apr 2012 - May 2015||3|
|New York Life Ins Co||Vienna, VA||Mar 2011 - May 2015||4|
|Emmaculate Reflection||Ft Lauderdale, FL||May 2009 - Feb 2011||1|
|Argyle Design||Alexandria, VA||Apr 2007 - May 2009||2|
|Image Packaging||Horseheads, NY||Aug 2004 - Apr 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2012|
|S65||NASAA Investment Advisors Law Examination||Apr 2014|
Total Assets Under Management743MILLIONS
Total Number of Accounts3,725ACCOUNTS
Average Account Value$199,416
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WV