Charles UsborneCRD Number: 451949
Current Firm: Park Avenue Securities LLC
Charles Usborne (CRD# 451949) is an Investment Advisor Representative working at Park Avenue Securities LLC in Reston, VA and has over 39 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Guardian Life Insurance Co Of America||Reston, VA||Mar 2006 - Current||16|
|Park Avenue Securities LLC||Reston, VA||Mar 2006 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1982|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management10,625MILLIONS
Total Number of Accounts54,606ACCOUNTS
Average Account Value$194,582
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
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