Charles Estes (CRD# 4803900) is an Investment Advisor Representative working at Better Things Financial Partners LLC in Lexington, SC and has over 19 years of experience in the finance industry.
CRD# 2105773
Janney Montgomery Scott LLC
CRD# 6152328
Independent Advisor Alliance, LLC
CRD# 2596320
Davinci Financial Designs
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Better Things Financial Parters LLC | Lexington, SC | Aug 2014 - Current | 9 |
| Sole Proprietor | Lexington, SC | Oct 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2004 |
| S66 | NASAA Uniform Combined State Law Examination | May 2007 |
- SC
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts63ACCOUNTS
-
Average Account Value$127,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
SC
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