Charles ForgasonCRD Number: 1250516
Current Firm: Capital Investment Advisory Services, LLC
Charles Forgason (CRD# 1250516) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 33 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Capital Investment Brokerage, Inc.||Myrtle Beach, SC||Apr 1997 - Current||20|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2013|
|S63||Uniform Securities State Law Examination||Apr 1984|
- Judgments / Liens
- Criminal Record
Total Assets Under Management380MILLIONS
Total Number of Accounts2,458ACCOUNTS
Average Account Value$154,596
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, CO, DC, FL, GA, IL, LA, MA, MD, NC, NH, NY, OH, PA, SC, TN, TX, VA, WA