Charles Boggs, financial advisor Indianapolis IN
93 score

Charles Boggs

CRD Number: 5466749
Current Firm: Charles Schwab & Company, Inc.

Charles Boggs (CRD# 5466749) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Indianapolis, IN and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Schw Private Client Invest Adv Indianapolis, IN Apr 2014 - Current 2
Charles Schwab & Company,inc Indianapolis, IN Dec 2010 - Current 6
Chase Investment Services Corp Beech Grove, IN Dec 2009 - Dec 2010 1
Unemployed Huntington, WV Jun 2009 - Dec 2009 < 1
Wachovia Securities, LLC Huntington, WV Jan 2008 - Jun 2009 1
A.g. Edwards Huntington, WV Dec 2007 - Jun 2009 1
Unemployed Charleston, WV Sep 2007 - Dec 2007 < 1
Wv Radio Corp Charleston, WV Jan 2006 - Sep 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Charles A. Boggs
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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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