Charles NagelvoortCRD Number: 3089109
Current Firm: Edward Jones
Charles Nagelvoort (CRD# 3089109) is an Investment Advisor Representative working at Edward Jones in Maryland Heights, MO and has over 19 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Edward Jones||Saint Louis, MO||May 2012 - Current||5|
|Charles Schwab Bank||Clayton, MO||Aug 2008 - May 2012||3|
|Charles Schwab & Company, Inc.||Clayton, MO||Aug 2008 - May 2012||3|
|Wachovia Securities, LLC||St. Louis, MO||Jan 2008 - Aug 2008||< 1|
|A.g. Edwards & Sons, Inc.||St. Louis, MO||Jan 2001 - Jan 2008||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S65||NASAA Investment Advisors Law Examination||Oct 1998|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)
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, VI, VT, WA, WI, WV
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