Charles CutlerCRD Number: 1999770
Current Firm: The Insight Group, Inc.
Charles Cutler (CRD# 1999770) is an Investment Advisor Representative working at The Insight Group, Inc. in Salt Lake City, UT and has over 27 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Financial Insight Center||Salt Lake City, UT||Jun 2010 - Current||6|
|The Insight Group Insurance Agency, LLC||Salt Lake City, UT||Jun 1999 - Current||17|
|The Insight Group, Inc.||Salt Lake City, UT||Feb 1999 - Current||18|
|Allegis Advisors, Inc.||Salt Lake City, UT||Apr 2004 - Jan 2007||2|
|Beneficial Life Insurance Company||Salt Lake City, UT||Oct 2001 - Jan 2007||5|
|Equity Services, Inc.||Salt Lake City, UT||Nov 2001 - Dec 2006||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1989|
|S65||NASAA Investment Advisors Law Examination||Sep 1994|
Total Assets Under Management504MILLIONS
Total Number of Accounts1,188ACCOUNTS
Average Account Value$423,854
- 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)
CA, TX, UT, WA