Fitzgerald Charlier, financial advisor Indianapolis IN

Fitzgerald Charlier

CRD Number: 3163992
Current Firm: Cambridge Investment Research Advisors, Inc.

Fitzgerald Charlier (CRD# 3163992) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Indianapolis, IN and has over 25 years of experience in the finance industry. Fitzgerald Charlier 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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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Aug 2018 - Current 5
Cambridge Investment Research Advisors, Inc. Fairfield, IA Aug 2018 - Current 5
Signator Investors, Inc. Fishers, IN May 2016 - Aug 2018 2
Transamerica Financial Advisors, Inc. Fishers, IN Oct 2004 - May 2016 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
Contact Info for Fitzgerald Charlier
Phone Number: 641-472-5100
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
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, WY

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