Charles Dugan (CRD# 6761690) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Highland Park, IL and has over 6 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Highland Park, IL | Aug 2020 - Current | 3 |
| Morgan Stanley Private Bank, National Association | New York, NY | May 2017 - Aug 2020 | 3 |
| Morgan Stanley | Deerfield, IL | Mar 2017 - Aug 2020 | 3 |
| Unemployed | Lake Forest, IL | Jun 2013 - Mar 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- IL
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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