Charles Paderick (CRD# 5920951) is an Investment Advisor Representative working at Captrust in Sanford, NC and has over 12 years of experience in the finance industry. Charles Paderick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 3215428
Charles Schwab & Company, Inc.
CRD# 6783693
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capfinancial Securities LLC | Raleigh, NC | Oct 2023 - Current | < 1 |
| Capfinancial Partners Llc (captrust) | Raleigh, NC | Oct 2023 - Current | < 1 |
| Raymond James Financial Services, Inc. | Sanford, NC | Oct 2017 - Oct 2023 | 6 |
| Raymond James Financial Services Advisors Inc. | Sanford, NC | Oct 2017 - Oct 2023 | 6 |
| The Normann Financial Group LLC | Sanford, NC | Oct 2017 - Oct 2023 | 6 |
| Wells Fargo Advisors Financial Network, LLC | Sanford, NC | Nov 2015 - Oct 2017 | 1 |
| Captrust | Raleigh, NC | Mar 2014 - Nov 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- NC
- TX
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Total Assets Under Management852,173MILLIONS
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Total Number of Accounts100,603ACCOUNTS
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Average Account Value$8,470,653
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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