Charles Tutt, financial advisor Edmond OK
96 score

Charles Tutt

CRD Number: 3074098
Current Firm: Independent Financial Partners

Charles Tutt (CRD# 3074098) is an Investment Advisor Representative working at Independent Financial Partners in Edmond, OK and has over 18 years of experience in the finance industry. Charles Tutt 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.

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Professional Designations
Company Name Location Dates Years
Independent Financial Partners Edmond, OK Jul 2016 - Current < 1
Lpl Financial, LLC Edmond, OK Jul 2016 - Current < 1
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Jul 2016 3
Financial Network El Segundo, CA Jan 2011 - Dec 2012 1
John Hancock Mutual Life Ins Co Oklahoma City, OK May 1999 - Jan 2011 11
Signator Investors, Inc. Boston, MA May 1999 - Jan 2011 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Mar 1999
Contact Info for Charles B. Tutt
Phone Number: 813-341-0960
Registered State(s):
  • CA
  • KS
  • TX
  • IL
  • OK
By the Numbers
  • Total Assets Under Management
    4,348
    MILLIONS
  • Total Number of Accounts
    24,542
    ACCOUNTS
  • Average Account Value
    $177,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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