Charles Cammack, financial advisor Selma AL

Charles Cammack

CRD Number: 2143498
Current Firm: Berthel Fisher & Company Financial Services, Inc.

Charles Cammack (CRD# 2143498) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Selma, AL and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Bfc Planning, Inc. Selma, AL Jan 2019 - Current 5
Berthel Fisher & Company Financial Services, Inc. Selma, AL Feb 2010 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1991
S65 NASAA Investment Advisors Law Examination Jun 2008
Disclosure Information

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
Contact Info for Charles T. Cammack
Phone Number: 319-447-5700
Firm Website: http://www.berthel.com
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    742
    MILLIONS
  • Total Number of Accounts
    3,481
    ACCOUNTS
  • Average Account Value
    $213,220
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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