Christy Charles (CRD# 6621979) is an Investment Advisor Representative working at Validus Capital LLC in El Segundo, CA and has 1 year of experience in the finance industry. Christy Charles 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.
CRD# 6724246
Modern Assets, LLC
CRD# 2619073
Wedbush Securities Inc.
CRD# 1343922
Virtue Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Validus Capital LLC | El Segundo, CA | Jun 2022 - Current | 1 |
| Camden Capital, LLC | El Segundo, CA | Sep 2014 - Jun 2022 | 7 |
| Camden Capital, LLC | El Segundo, CA | Apr 2014 - Aug 2014 | < 1 |
- CA
-
Total Assets Under Management1,632MILLIONS
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Total Number of Accounts2,678ACCOUNTS
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Average Account Value$609,495
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
CA, TX
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