Charles RappCRD Number: 3145379
Current Firm: Investment Centers Of America, Inc.
Charles Rapp (CRD# 3145379) is an Investment Advisor Representative working at Investment Centers Of America, Inc. in Moberly, MO and has over 13 years of experience in the finance industry.
Investment Centers Of America, Inc.
Lpl Financial LLC
|Investment Centers Of America||Columbia, MO||Sep 2009 - Current||7|
|Primevest Financial Services, Inc.||St. Cloud, MN||Sep 2008 - Aug 2009||< 1|
|Callaway Bank||Columbia, MO||Sep 2008 - Aug 2009||< 1|
|Unemployed||Columbia, MO||Jan 2008 - Sep 2008||< 1|
|Edward Jones||St Louis, MO||Jun 2003 - Jan 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2003|
|S66||NASAA Uniform Combined State Law Examination||Aug 2009|
Total Assets Under Management3,133MILLIONS
Total Number of Accounts23,134ACCOUNTS
Average Account Value$135,424
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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