Kevin Charter, financial advisor Mount Shasta CA
96 score

Kevin Charter

CRD Number: 4629876
Current Firm: Edward Jones

Kevin Charter (CRD# 4629876) is an Investment Advisor Representative working at Edward Jones in Mount Shasta, CA and has over 13 years of experience in the finance industry. Kevin Charter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Edward Jones St. Louis, MO Jan 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2003
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Kevin A. Charter
Phone Number: 314-515-2000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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