1. Wealthminder
  2. Myrtle Beach, SC
Charles Fitzpatrick, financial advisor Myrtle Beach SC

Charles Fitzpatrick

CRD Number: 2980286
Current Firm: Cambridge Investment Research Advisors, Inc.

Charles Fitzpatrick (CRD# 2980286) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Myrtle Beach, SC and has over 23 years of experience in the finance industry.

Similar Advisors
Tracy Abraham, financial advisor Myrtle Beach SC
Tracy M. Abraham
CRD# 2244945
Prudential Financial Planning Services
Similar Advisors
Jonathan Anderson, financial advisor Myrtle Beach SC
Jonathan M. Anderson
CRD# 6306599
Wells Fargo Clearing Services, LLC
Similar Advisors
Miriam Arvizu, financial advisor Myrtle Beach SC
Miriam N. Arvizu
CRD# 6180176
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Dec 2017 - Current 3
Cambridge Investment Research, Inc. Fairfield, IA Dec 2017 - Current 3
Benefit Financial Services Myrtle Beach, SC Dec 1999 - Current 21
Invest Financial Corp Tampa, FL Oct 2008 - Nov 2017 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1997
S65 NASAA Investment Advisors Law Examination Dec 2000
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Charles H. Fitzpatrick
By the Numbers
  • Total Assets Under Management
    56,159
    MILLIONS
  • Total Number of Accounts
    297,440
    ACCOUNTS
  • Average Account Value
    $188,808
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
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, WY

Ready to hire a financial advisor? Get competitive proposals from Charles Fitzpatrick and other advisors.
BADGES

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.