Charles Lurie, financial advisor Cleveland OH
93 score

Charles Lurie

CRD Number: 1085636
Current Firm: Prudential Financial Planning Services

Charles Lurie (CRD# 1085636) is an Investment Advisor Representative working at Prudential Financial Planning Services in Cleveland, OH and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
The Prudential Insurance Company Of America Mayfield Hts, OH Jul 1974 - Current 42
Pruco Securities,llc Mayfield Hts, OH Jul 1974 - Current 42
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2002
S65 NASAA Investment Advisors Law Examination May 2001
Contact Info for Charles S. Lurie
Phone Number: 800-235-7637
Registered State(s):
  • OH
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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