Charles Emanuel, financial advisor Chattanooga TN

Charles Emanuel

CRD Number: 5540246
Current Firm: Apex Strategic Wealth, LLC

Charles Emanuel (CRD# 5540246) is an Investment Advisor Representative working at Apex Strategic Wealth, LLC in Chattanooga, TN and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Apex Strategic Wealth, LLC Chattanooga, TN May 2020 - Current 3
Innovative Advisory Partners, LLC Hixson, TN Mar 2014 - Jun 2020 6
Lpl Financial LLC Chattanooga, TN Mar 2014 - Jul 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
S63 Uniform Securities State Law Examination May 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Charles J. Emanuel
Phone Number: 423 267 0046
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    146
    MILLIONS
  • Total Number of Accounts
    1,157
    ACCOUNTS
  • Average Account Value
    $126,378
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AL, CA, FL, GA, LA, TN, TX, WA

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