Charles Trew (CRD# 6022327) is an Investment Advisor Representative working at Bellwether Investment Group, LLC in Dalton, GA and has 1 year of experience in the finance industry.
CRD# 1382
Osaic Wealth, Inc.
CRD# 1155854
Stifel, Nicolaus & Company, Incorporated
CRD# 5537402
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bellwether Investment Group, LLC | Hixson, TN | Sep 2023 - Current | < 1 |
| C&t Investments Partnership LLC | Dalton, GA | Dec 2018 - Current | 5 |
| Trew Tax & Insurance LLC | Dalton, GA | Jan 2014 - Current | 10 |
| Trew Income Tax And Bookkeeping Service | Dalton, GA | Jan 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- GA
- TN
-
Total Assets Under Management124MILLIONS
-
Total Number of Accounts315ACCOUNTS
-
Average Account Value$392,669
- 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
- Selection of other advisers (including private fund managers)
AL, FL, GA, IL, MI, NC, OH, TN, TX
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