Charles Pike (CRD# 2113847) is an Investment Advisor Representative working at Avantax Advisory Services in N Syracuse, NY and has over 33 years of experience in the finance industry.
CRD# 5591004
Cadaret Grant & Co Inc.
CRD# 1200413
Rbc Capital Markets, LLC
CRD# 828730
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | North Syracuse, NY | Sep 1993 - Current | 30 |
| Avantax Investment Services, Inc. | North Syracuse, NY | Dec 1990 - Current | 33 |
| Charles K. Pike And Associates | North Syracuse, NY | Mar 1979 - Current | 45 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1991 |
- NY
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
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, VT, WA, WI, WV, WY
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