Charles Herman (CRD# 7316537) is an Investment Advisor Representative working at Authentic Financial Planning in Peoria, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Authentic Financial Planning Inc. | Peoria, AZ | Mar 2021 - Current | 3 |
| My Home Group | Scottsdale, AZ | Feb 2021 - Current | 3 |
| Financial Freedom Developers Llc Dba The Money Agency | Peoria, AZ | Jan 2019 - Current | 5 |
| Excel Mortgage Lending LLC | Peoria, AZ | Mar 2017 - Current | 7 |
| Arizona Insurance Strategies LLC | Peoria, AZ | Jul 2016 - Current | 7 |
| Independent Tax Advisors | San Tan Valley, AZ | Mar 2021 - Apr 2022 | 1 |
| Valley Signature Real Estate | Phoenix, AZ | Aug 2019 - Feb 2021 | 1 |
| Geneva Financial | Tempe, AZ | Nov 2014 - Mar 2017 | 2 |
| Tax Man LLC | Peoria, AZ | Nov 2013 - Jan 2017 | 3 |
| Pinnacle Capital Mortgage Corporation | Phoenix, AZ | Nov 2012 - Nov 2014 | 2 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
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Total Assets Under Management0MILLIONS
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Total Number of Accounts3ACCOUNTS
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Average Account Value$50,000
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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)
- Educational seminars/workshops
AZ
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