Charles Rahm, financial advisor Dallas TX

Charles Rahm

CRD Number: 2204993
Current Firm: Miai, Inc.

Charles Rahm (CRD# 2204993) is an Investment Advisor Representative working at Miai, Inc. in Dallas, TX and has over 32 years of experience in the finance industry.

Similar Advisors
Kyle Eaton, financial advisor Dallas TX
Kyle M. Eaton
CRD# 5009276
Hedgefield Wealth Management
Similar Advisors
John Cravens, financial advisor Dallas TX
John B. Cravens
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
Similar Advisors
Mark Patton, financial advisor Dallas TX
Mark A. Patton
CRD# 2492919
Patton Wealth Advisors
Company Name Location Dates Years
Miai, Inc. Dallas, TX Apr 2016 - Current 7
Maplewood Investment Advisors, Inc. Dallas, TX Apr 2002 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1992
S66 NASAA Uniform Combined State Law Examination Apr 2016
Contact Info for Charles H. Rahm
Phone Number: 214-739-5677
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    147
    MILLIONS
  • Total Number of Accounts
    235
    ACCOUNTS
  • Average Account Value
    $623,847
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
Types of Clients
Registered States

CA, CO, NM, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.