Charles Hirlinger (CRD# 1976529) is an Investment Advisor Representative working at Covenant Financial Advisors, LLC in Phoenix, AZ and has over 15 years 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 |
|---|---|---|---|
| Covenant Financial Advisors, LLC | Phoenix, AZ | Oct 2023 - Current | < 1 |
| Premier Accounting Group Plc | Phoenix, AZ | Nov 2018 - Current | 5 |
| Capital Asset Advisors LLC | Phoenix, AZ | Jan 2018 - Current | 6 |
| Hirlinger, Plc | Phoenix, AZ | Jan 2008 - Current | 16 |
| Charles Hirlinger Company, Pc | Phoenix, AZ | Jul 1999 - Current | 24 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jun 2011 - Aug 2018 | 7 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jun 2011 - Aug 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2008 |
- AZ
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts60ACCOUNTS
-
Average Account Value$127,442
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AZ
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