Charles Trakas, financial advisor Newark DE
93 score

Charles Trakas

CRD 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 18 years of experience in the finance industry.

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Company Name Location Dates Years
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
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Charles H. Trakas
Phone Number: 615-340-0801
Registered State(s):
  • DE
  • PA
  • MD
By the Numbers
  • Total Assets Under Management
    97
    MILLIONS
  • Total Number of Accounts
    1,690
    ACCOUNTS
  • Average Account Value
    $57,513
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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BADGES
93

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