Charles CoonsCRD Number: 6751867
Current Firm: Hamilton Capital
Charles Coons (CRD# 6751867) is an Investment Advisor Representative working at Hamilton Capital in Columbus, OH and has over 3 years of experience in the finance industry. Charles Coons has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stratos Wealth Partners, Ltd
Shuttleworth & Company
Lpl Financial LLC
|Hamilton Capital, LLC||Columbus, OH||Jan 2021 - Current||< 1|
|Hamilton Capital Management, Inc.||Columbus,, OH||Jun 2018 - Dec 2020||2|
|Mml Investors Services, LLC||Fort Lauderdale, FL||Feb 2017 - Jun 2018||1|
|Massachusetts Mutual Life Insurance Company||Fort Lauderdale, FL||Aug 2015 - Jun 2018||2|
|College Of Charleston||Charleston, SC||Aug 2011 - Jun 2015||3|
|Banker's Life And Casualty||Charleston, SC||May 2014 - Aug 2014||< 1|
|King Street Grille||Charleston, SC||Jul 2012 - Oct 2013||1|
|Cassique Pavillion||Charleston, SC||May 2012 - Jul 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2017|
Total Assets Under Management2,911MILLIONS
Total Number of Accounts6,766ACCOUNTS
Average Account Value$430,242
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CT, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA
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