Charles PorterCRD Number: 5517265
Current Firm: Benjamin F. Edwards & Company, Incorporated
Charles Porter (CRD# 5517265) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Saint Louis, MO and has over 8 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Benjamin F Edwards & Co||Morristown, NJ||Aug 2015 - Current||1|
|Wells Fargo Advisors LLC||Morristown, NJ||May 2009 - Aug 2015||6|
|Wachovia Securities, LLC||Morristown, NJ||Jan 2008 - May 2009||1|
|A.g. Edwards||Morristown, NJ||May 2003 - Jan 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management4,221MILLIONS
Total Number of Accounts17,796ACCOUNTS
Average Account Value$237,214
- 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)
- Educational seminars/workshops