Harvey Charbonneau, financial advisor Grove OK
93 score

Harvey Charbonneau

CRD Number: 3036714
Current Firm: Cetera Advisors LLC

Harvey Charbonneau (CRD# 3036714) is an Investment Advisor Representative working at Cetera Advisors LLC in Grove, OK and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisors Ll Denver, CO Jan 2013 - Current 3
Multi-financial Securities Corporation Denver, CO Dec 2011 - Dec 2012 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Feb 2011 - Dec 2011 < 1
Cambridge Investment Research, Inc. Fairfield, IA Feb 2011 - Dec 2011 < 1
Axa Advisors Oklahoma City, OK Mar 1998 - Feb 2011 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for Harvey A. Charbonneau
Phone Number: 800-929-3485
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    9,424
    MILLIONS
  • Total Number of Accounts
    47,356
    ACCOUNTS
  • Average Account Value
    $199,001
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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