Charles Borquist, financial advisor Gig Harhor WA

Charles Borquist

CRD Number: 5000247
Current Firm: Mutual Advisors, LLC

Charles Borquist (CRD# 5000247) is an Investment Advisor Representative working at Mutual Advisors, LLC in Gig Harhor, WA and has over 18 years of experience in the finance industry.

Company Name Location Dates Years
Mutual Securities, Inc. Camarillo, CA Oct 2018 - Current 5
Mutual Advisors, LLC Casper, WY Oct 2018 - Current 5
Borquicr LLC Gig Harbor, WA Mar 2003 - Current 21
Envestnet Gig Harbor, WA Jan 2018 - Jul 2018 < 1
Folio Dynamix Gig Harbor, WA Nov 2016 - Jan 2018 1
Summit Advisor Solutions LLC Gig Harbor, WA Feb 2016 - Nov 2016 < 1
Rp Capital LLC Gig Harbor, WA Jul 2005 - Aug 2016 11
Strategic Capital Alternatives LLC Gig Harbor, WA Jul 2014 - Jul 2016 2
Genesis Capital LLC Gig Harbor, WA Jan 2013 - Jul 2016 3
Strategic Capital Group LLC Gig Harbor, WA Jul 2005 - Dec 2014 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2005
S63 Uniform Securities State Law Examination Jul 2019
Contact Info for Charles R. Borquist
Phone Number: 307-439-6357
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    5,306
    MILLIONS
  • Total Number of Accounts
    20,842
    ACCOUNTS
  • Average Account Value
    $254,582
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY

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