Charles BennettCRD Number: 18209
Current Firm: Prospera Financial Services, Inc.
Charles Bennett (CRD# 18209) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Dallas, TX and has over 39 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Prospera Financial Services||Dalls, TX||Feb 2017 - Current||5|
|Wells Fargo Advisors Financial Network, LLC||Toledo, OH||Dec 2011 - Feb 2017||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1982|
|S65||NASAA Investment Advisors Law Examination||Apr 1991|
Total Assets Under Management6,718MILLIONS
Total Number of Accounts16,456ACCOUNTS
Average Account Value$408,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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