Charles LocherCRD Number: 1384669
Current Firm: Gwn Securities Inc.
Charles Locher (CRD# 1384669) is an Investment Advisor Representative working at Gwn Securities Inc. in Palm Beach Gardens, FL and has over 31 years of experience in the finance industry.
Castle Wealth Management
Castle Wealth Management
Financial Security Services, LLC
|Gwn Securities Inc.||Palm Beach Gardens, FL||Jul 2011 - Current||5|
|Minnesota Life Insurance Co||St. Paul, MN||Oct 2009 - Current||7|
|Legacy Planning Partners||Doylestown, PA||Oct 2009 - Current||7|
|Securian Financial Services, Inc.||St. Paul, MN||Oct 2009 - Jul 2011||1|
|Unemployed||Wayne, PA||Jun 2009 - Sep 2009||< 1|
|Hornor Townsend & Kent Inc.||Horsham, PA||Nov 2008 - May 2009||< 1|
|Penn Mutual Life Ins Co||Horsham, PA||Nov 2008 - May 2009||< 1|
|Woodbury Financial Services||Wayne, PA||Sep 2007 - Oct 2008||1|
|1717 Capital Management Company||Newark, DE||Nov 1997 - Sep 2007||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1986|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management1,387MILLIONS
Total Number of Accounts21,091ACCOUNTS
Average Account Value$65,765
- 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
- Selection of other advisers (including private fund managers)
- Market timing services
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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