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 8 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Pruco Securities, LLC||Simsbury, CT||Jan 2013 - Current||3|
|The Prudential Insurance Company Of America||Simsbury, CT||Jan 2013 - Current||3|
|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
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.