Charles Shearman (CRD# 2101155) is an Investment Advisor Representative working at Prospero Financial Planning, LLC in Fishers, IN and has over 33 years of experience in the finance industry. Charles Shearman 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# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Castle Advisory Group, LLC | Indianapolis, IN | Oct 2000 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 1990 |
- IN
- TX
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts12ACCOUNTS
-
Average Account Value$374,924
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
IN, TX
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