Charles Wisner (CRD# 728769) is an Investment Advisor Representative working at Alden Capital in Collegeville, PA and has over 42 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alden Investment Group | Jenkintown, PA | Jun 2020 - Current | 3 |
| Wells Fargo Clearing Services, LLC | Collegeville, PA | Nov 2016 - Jun 2020 | 3 |
| Wells Fargo Advisors LLC | Collegeville, PA | Sep 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1981 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1992 |
- NJ
- PA
-
Total Assets Under Management657MILLIONS
-
Total Number of Accounts926ACCOUNTS
-
Average Account Value$709,773
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Other
NY
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