Joel CharalambakisCRD Number: 6299717
Current Firm: Blacksummit Financial Group, Inc.
Joel Charalambakis (CRD# 6299717) is an Investment Advisor Representative working at Blacksummit Financial Group, Inc. in Nicholasville, KY and has over 3 years of experience in the finance industry.
Pierce Financial Planning, Inc.
Investment Professionals, Inc.
Context Financial LLC
|Tennessee Consolidated Retirement System||Nashvile, TN||Jun 2017 - Current||< 1|
|Blacksummit Financial Group, Inc.||Nicholasville, KY||Feb 2014 - Current||4|
|Fellon-mccord||Louisville, KY||Aug 2011 - Jul 2014||2|
|Student||Nicolasville, KY||Aug 2003 - Aug 2011||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2014|
Total Assets Under Management21MILLIONS
Total Number of Accounts62ACCOUNTS
Average Account Value$337,097
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops