Charles Trakas (CRD# 3024642) is an Investment Advisor Representative working at Redwood Private Wealth in Middletown, DE and has over 26 years of experience in the finance industry.
CRD# 2629855
Investment Management & Planning LLC
CRD# 5732138
Great Valley Advisor Group, Inc.
CRD# 4637991
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Redwood Private Wealth LLC | Phoenix, AZ | Jul 2021 - Current | 2 |
| Trakas Insurance Agency | Middletown, DE | May 2020 - Current | 3 |
| Redwood Tax Specialists | Middletown, DE | Mar 2020 - Current | 4 |
| National Gold Consultants | Middletown, DE | Oct 2017 - Current | 6 |
| Virtue Capital Management, LLC | Nashville, TN | May 2016 - Jul 2021 | 5 |
| Stryde Savings | Middletown, DE | Mar 2017 - Jun 2021 | 4 |
| Redhawk Wealth Advisors, Inc. | Minneapolis, MN | Sep 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1998 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- DE
-
Total Assets Under Management268MILLIONS
-
Total Number of Accounts1,788ACCOUNTS
-
Average Account Value$149,643
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.