Charles Crews (CRD# 4887723) is an Investment Advisor Representative working at Principal Securities, Inc. in Raleigh, NC and has over 19 years of experience in the finance industry. Charles Crews 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.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 5888654
Cambridge Investment Research Advisors, Inc.
CRD# 2728867
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Securities Inc. | Raleigh, NC | Mar 2016 - Current | 8 |
| Principal Life Insurance Company | Raleigh, NC | Jul 2014 - Dec 2022 | 8 |
| Princor Financial Services Corporation | Raleigh, NC | Jul 2014 - Mar 2016 | 1 |
| American Express Financial Advisors | Raleigh, NC | Nov 2004 - Jul 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2005 |
- NC
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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