Charles Unger, financial advisor Indianapolis IN
93 score

Charles Unger

CRD Number: 3129109
Current Firm: H.d. Vest Advisory Services, Inc.

Charles Unger (CRD# 3129109) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Indianapolis, IN and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Advisory Services Indianapolis, IN Dec 2007 - Current 9
H.d. Vest Investment Services Indianapolis, IN Sep 1998 - Current 18
Unger & Company Indianapolis, IN Dec 1992 - Current 24
Unger Consulting Services Inc. Indianapolis, IN Nov 1992 - Current 24
Intuit Inc. San Diego, CA Feb 2014 - Apr 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Nov 2007
Contact Info for Charles T. Unger
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, 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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