Charles NealCRD Number: 3138718
Current Firm: Private Client Services, LLC
Charles Neal (CRD# 3138718) is an Investment Advisor Representative working at Private Client Services, LLC in Jeffersonville, IN and has over 15 years of experience in the finance industry.
Winebrenner Capital Management LLC
Alexander Investment Services Company
|Private Client Services, LLC||Louisville, KY||Jan 2005 - Current||12|
|Woodbury Financial Services||Louisville, KY||Jan 2005 - Dec 2009||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2001|
Total Assets Under Management163MILLIONS
Total Number of Accounts878ACCOUNTS
Average Account Value$185,763
- A percentage of assets under your management
- Hourly charges
- 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
AL, CA, CO, CT, DE, FL, GA, HI, IL, IN, KY, MA, MI, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OR, PA, TN, TX, UT, VA, VT, WI
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