Charles Massiatte (CRD# 6898823) is an Investment Advisor Representative working at Martin Capital Advisors, LLP in San Antonio, TX and has over 5 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Great Hearts Academy | San Antonio, TX | Nov 2020 - Current | 3 |
| Bank Of America, N.a. | San Antonio, TX | Nov 2018 - Mar 2021 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio, TX | Oct 2018 - Mar 2021 | 2 |
| Martin Capital Advisors, LLP | San Antonio, TX | Feb 2017 - Oct 2018 | 1 |
| Harvard University Extension School | Cambridge, MA | Jun 2015 - May 2018 | 2 |
| Northwest Vista College | San Antonio, TX | Jan 2002 - May 2018 | 16 |
| Eastern Oils, LLC | San Antonio, TX | Jun 2006 - Jun 2017 | 11 |
| Harvard University Division Of Continuing Education | Cambridge, MA | Feb 2016 - May 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
-
Total Assets Under Management125MILLIONS
-
Total Number of Accounts80ACCOUNTS
-
Average Account Value$1,562,393
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.