Charles Straub, financial advisor Shamokin Dam PA
90 score

Charles Straub

CRD Number: 6003950
Current Firm: Edward Jones

Charles Straub (CRD# 6003950) is an Investment Advisor Representative working at Edward Jones in Shamokin Dam, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edwards Jones St Louis, MO Dec 2011 - Current 5
Manorwood Homes Pine Grove, PA Sep 2010 - Sep 2011 1
Professional Building Systems Middleburg, PA Aug 2010 - Sep 2010 < 1
Penn Lyon Homes Selinsgrove, PA Oct 2009 - Jul 2010 < 1
Brookside Homes Selinsgrove, PA Jun 2009 - Oct 2009 < 1
Excel Homes, LLC Liverpool, PA Apr 2007 - May 2009 2
Ritz Craft Homes Mifflinburg, PA Jan 2001 - Apr 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Charles H. Straub
Phone Number: 314-515-2000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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