Joel Charalambakis, financial advisor Nicholasville KY
88 score

Joel Charalambakis

CRD 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
Blacksummit Financial Group, Inc. Nicholasville, KY Feb 2014 - Current 2
Fellon-mccord Louisville, KY Aug 2011 - Current 5
Student Nicolasville, KY Aug 2003 - Aug 2011 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Joel N. Charalambakis
Phone Number: 859-305-0602
Registered State(s):
  • KY
Current Firm Details
Blacksummit Financial Group, Inc.
Firm's CRD Number: 153886
By the Numbers
  • Total Assets Under Management
    42
    MILLIONS
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $1,354,839
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

KY

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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