Charles Mayhall, financial advisor Mobile AL
93 score

Charles Mayhall

CRD Number: 3039843
Current Firm: Lincoln Financial Advisors Corporation

Charles Mayhall (CRD# 3039843) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Mobile, AL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Corporation Birmingham, AL Feb 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Mar 1999
Contact Info for Charles R. Mayhall
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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