Charleston Daly (CRD# 7706554) is an Investment Advisor Representative working at First Command Advisory Services in Goldsboro, NC and has 1 year of experience in the finance industry.
CRD# 4216809
Edward Jones
CRD# 2275363
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 736374
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Command Brokerage Services | Fort Worth, TX | Sep 2023 - Current | < 1 |
| First Command Advisory Services | Fort Worth, TX | Sep 2023 - Current | < 1 |
| First Command Insurance Services | Fort Worth, TX | Sep 2023 - Current | < 1 |
| First Command Brokerage Services | Fort Worth, TX | Apr 2023 - Sep 2023 | < 1 |
| Capital Vacations | Raleigh, NC | Oct 2022 - Mar 2023 | < 1 |
| Army National Guard | Goldsboro, NC | Jan 2017 - Jan 2023 | 6 |
| Window World | Waco, TX | Feb 2020 - Aug 2020 | < 1 |
| Daly Homes | Goldsboro, NC | Aug 2019 - Feb 2020 | < 1 |
| Toyota Of Goldsboro | Goldsboro, NC | Aug 2018 - Mar 2019 | < 1 |
| Public School | Goldsboro, NC | Jan 2013 - Dec 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- NC
-
Total Assets Under Management17,482MILLIONS
-
Total Number of Accounts107,959ACCOUNTS
-
Average Account Value$161,929
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY
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