Charles Rumsey (CRD# 7259168) is an Investment Advisor Representative working at Lpl Financial LLC in Gulfport, MS and has 1 year of experience in the finance industry.
CRD# 1442341
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4404920
Stifel, Nicolaus & Company, Incorporated
CRD# 6898590
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Gulfport, MS | Nov 2022 - Current | 1 |
| Cadence Bank | Gulfport, MS | Oct 2022 - Current | 1 |
| Jpmorgan Chase Bank, N.a. | Baton Rouge, LA | Aug 2021 - Oct 2022 | 1 |
| J.p. Morgan Securities LLC | Baton Rouge, LA | Aug 2021 - Oct 2022 | 1 |
| Rumsey Consulting Engineering Incorporated | Biloxi, MS | Aug 2013 - Aug 2021 | 8 |
| Northwestern Mutual Life Insurance Company | Gulfport, MS | May 2020 - Jun 2021 | 1 |
| Northwestern Mutual Investment Services LLC | Gulfport, MS | May 2020 - Jun 2021 | 1 |
| Mississippi State University | Starkville, MS | Aug 2015 - May 2020 | 4 |
| Bancorpsouth Bank | Ocean Springs, MS | May 2019 - Aug 2019 | < 1 |
| Strange Brew Coffeehouse | Starkville, MS | May 2018 - Sep 2018 | < 1 |
| Rouses Supermarkets | Ocean Springs, MS | Oct 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- MS
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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, WY
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