Charles ZettelCRD Number: 5951076
Current Firm: Lincoln Financial Advisors Corporation
Charles Zettel (CRD# 5951076) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Fort Wayne, IN and has over 5 years of experience in the finance industry.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
Monarch Capital Management Inc.
|Lincoln Financial Advisors||Radnor, PA||Apr 2013 - Current||4|
|Radnor Aquatic Club||Radnor, PA||Sep 2012 - Current||4|
|The Haverford Trust Company||Radnor, PA||Jul 2011 - Current||5|
|J Crew||King Of Prussia, PA||May 2008 - Current||9|
|Haverford Trust Securities, Inc.||Radnor, PA||Jul 2011 - Mar 2013||1|
|Lasalle University||Philadelphia, PA||Aug 2010 - Aug 2011||1|
|Infinity Staffing Solutions||Philadelphia, PA||May 2011 - May 2011||< 1|
|Glenhardie Country Club||Wayne, PA||May 2006 - Sep 2010||4|
|University Of Pittsburgh||Pittsburgh, PA||Aug 2006 - May 2010||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2012|
Total Assets Under Management13,548MILLIONS
Total Number of Accounts52,000ACCOUNTS
Average Account Value$260,535
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV