Charles PerraultCRD Number: 5538261
Current Firm: Prudential Financial Planning Services
Charles Perrault (CRD# 5538261) is an Investment Advisor Representative working at Prudential Financial Planning Services in Newark, NJ and has over 9 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Pruco Securities, LLC||Simsbury, CT||Jan 2013 - Current||4|
|The Prudential Insurance Company Of America||Simsbury, CT||Jan 2013 - Current||4|
|Hartford Equity Sales Company Incv.||Simsbury, CT||Sep 2012 - Jan 2013||< 1|
|Lpl||Charlotte, NC||Aug 2011 - Aug 2012||1|
|First Niagara Securities||West Hartford, CT||Aug 2011 - Aug 2012||1|
|Metlife Securities Inc.||Wethersfield, CT||Feb 2009 - Aug 2011||2|
|Thrivent Investment Management Inc.||Manchester, CT||May 2008 - Feb 2009||< 1|
|Thrivent Financial For Lutherans||Appleton, WI||May 2008 - Feb 2009||< 1|
|Romano & Associates||Rocky Hill, CT||Oct 2005 - Feb 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2008|
Total Assets Under Management4,930MILLIONS
Total Number of Accounts42,153ACCOUNTS
Average Account Value$116,966
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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