Charles Sells (CRD# 2736084) is an Investment Advisor Representative working at Wmg Financial Advisors, LLC in Knoxville, TN and has over 28 years of experience in the finance industry.
CRD# 5686846
Primerica Advisors
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Ubs Financial Services Inc.
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Silver Oak Securities, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Wmg Financial Services | Knoxville, TN | Feb 2017 - Current | 7 |
(dba) Wmg Financial Advisors | Knoxville, TN | Nov 2016 - Current | 7 |
Proequities Inc. | Knoxville, TN | Dec 2017 - Jun 2021 | 3 |
Lincoln Financial Securities Corporation | Knoxville, TN | Jun 2014 - Dec 2017 | 3 |
Lincoln Financial Securities Corp | Knoxville, TN | Jun 2014 - Dec 2017 | 3 |
Metlife Securities, Inc. | Knoxville, TN | Nov 2012 - Jun 2014 | 1 |
Metlife Securities Inc. | Knoxville, TN | Nov 2012 - Jun 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1996 |
S65 | NASAA Investment Advisors Law Examination | May 2009 |
- TN
-
Total Assets Under Management523MILLIONS
-
Total Number of Accounts1,443ACCOUNTS
-
Average Account Value$362,520
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, FL, GA, KY, LA, MS, NC, TN, TX
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