Charles Rosen
CRD Number: 4589137
Current Firm: Cpr Financial & Insurance Services, Inc.
Compensation Model: Fee Only
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 1255317
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fort Worth - Nabip | Witchita Falls, TX | Jul 2023 - Current | < 1 |
| Oneadvisory | Frisco, TX | Jan 2023 - Current | 1 |
| Cpr Financial & Insurance Services, Inc. | Frisco, TX | Nov 2014 - Current | 9 |
| Cpr Insurance & Financial Services | Altadena, CA | Jun 2001 - Current | 22 |
| Cpr Financial Services, Inc. | Simi Valley, CA | Dec 2007 - Dec 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2002 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
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Total Assets Under Management31MILLIONS
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Total Number of Accounts485ACCOUNTS
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Average Account Value$64,240
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
CA, FL, LA, TX
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