Charles Block, financial advisor Portland OR

Charles Block

CRD Number: 1303310
Current Firm: Churchill Management Group

Charles Block (CRD# 1303310) is an Investment Advisor Representative working at Churchill Management Group in Portland, OR and has over 36 years of experience in the finance industry. Charles Block has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Brian Nelson, financial advisor Portland OR
Brian R. Nelson
CRD# 2543552
Wells Fargo Clearing Services, LLC
Similar Advisors
Patrick Culligan, financial advisor Portland OR
Patrick J. Culligan
CRD# 1053785
Securities America Advisors, Inc.
Similar Advisors
Stephen Aaron, financial advisor Portland OR
Stephen M. Aaron
CRD# 2279233
Ameriprise Financial Services, LLC
Professional Designations
Company Name Location Dates Years
Churchill Management Los Angeles, CA Dec 2019 - Current 1
Fischer Investment Camas, WA Jan 2016 - Dec 2019 3
Unemployed New York, NY Jun 2015 - Jan 2016 < 1
Union Square Energy Advisors New York, NY Sep 2012 - Jun 2015 2
Csb Invesments New York, NY Sep 2008 - Sep 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
S65 NASAA Investment Advisors Law Examination Mar 2015
Contact Info for Charles S. Block
Phone Number: 323-937-7110
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    6,567
    MILLIONS
  • Total Number of Accounts
    17,431
    ACCOUNTS
  • Average Account Value
    $376,720
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Charles Block and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.