Charles Strickland, financial advisor Hiawassee GA
96 score

Charles Strickland

CRD Number: 1354135
Current Firm: Invest Financial Corporation

Charles Strickland (CRD# 1354135) is an Investment Advisor Representative working at Invest Financial Corporation in Hiawassee, GA and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Invest Financial Corporation Tampa, FL Aug 2010 - Current 6
Jefferson Standard Life Ins Co Asheville, NC Jul 1984 - Current 32
Lincoln Financial Securities Corporation Asheville, NC Jul 2008 - Aug 2010 2
Jefferson Pilot Securities Corporation Asheville, NC Oct 1997 - Jul 2008 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
S65 NASAA Investment Advisors Law Examination Sep 1999
Contact Info for Charles R. Strickland
Phone Number: (813) 880-5300
Registered State(s):
  • FL
  • GA
  • NC
  • VA
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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)
  • 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
96
Clean Record
This advisor has a clean track record with regulators.

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