Charles TrakasCRD Number: 3024642
Current Firm: Virtue Capital Management, LLC
Charles Trakas (CRD# 3024642) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Newark, DE and has over 19 years of experience in the finance industry.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Msi Financial Services, Inc.
|Virtue Capital Management, LLC||Nashville, TN||May 2016 - Current||1|
|Redhawk Wealth Advisors, Inc.||Minneapolis, MN||Sep 2012 - May 2016||3|
|Financial Advisors Of Delaware Valley||Wilmington, DE||Sep 2008 - Sep 2012||4|
|Principal Life Insurance Co||Wilmington, DE||Dec 2006 - Sep 2012||5|
|Princor Financial Services Corp||Wilmington, DE||Dec 2006 - Sep 2012||5|
|Equity Services||Montpelier, VT||Mar 2001 - Dec 2006||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S65||NASAA Investment Advisors Law Examination||Apr 2006|
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management97MILLIONS
Total Number of Accounts1,690ACCOUNTS
Average Account Value$57,513
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, DE, FL, GA, ID, IL, IN, KS, KY, MD, ME, MN, MO, NC, NE, NH, NJ, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA
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