Charles Orcutt (CRD# 2834844) is an Investment Advisor Representative working at United Advisor Group in Cincinnati, OH and has over 27 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Advisor Group | Milford, OH | Feb 2023 - Current | 1 |
| Silver Oak Securities | Milford, OH | Feb 2023 - Current | 1 |
| Charles G. Orcutt | Milford, OH | Dec 1996 - Current | 27 |
| Orcutt Financial | Milford, OH | Feb 1994 - Current | 30 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Oct 2018 - Feb 2023 | 4 |
| Cambridge Investment Research Inc. | Fairfield, IA | Oct 2018 - Feb 2023 | 4 |
| Orcutt & Company, Cpas | Milford, OH | Feb 1994 - Jan 2023 | 28 |
| Cadaret, Grant & Company, Inc. | Milford, OH | May 2010 - Nov 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1996 |
- OH
-
Total Assets Under Management579MILLIONS
-
Total Number of Accounts5,955ACCOUNTS
-
Average Account Value$97,191
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, FL, HI, ID, IL, IN, KY, MD, MI, MN, MO, NC, OH, SC, TN, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.