Charles Best, financial advisor Dallas TX

Charles Best

CRD Number: 20486
Current Firm: Capital Ideas

Charles Best (CRD# 20486) is an Investment Advisor Representative working at Capital Ideas in Dallas, TX and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Rhodes Securities, Inc. Fort Worth, TX Apr 2020 - Current 2
Capital Ideas Dallas, TX Mar 2006 - Current 16
Alliance Financial Group, Inc. Dallas, TX Apr 2006 - Apr 2020 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1992
S65 NASAA Investment Advisors Law Examination Jul 1992
Contact Info for Charles M. Best
Phone Number: 214-750-4400
Firm Website: http://www.cap-ideas.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    272
    MILLIONS
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $1,647,276
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

TX

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