Charlotte Jacobs, financial advisor Spartanburg SC
89 score

Charlotte Jacobs

CRD Number: 6124213
Current Firm: Cetera Advisor Networks LLC

Charlotte Jacobs (CRD# 6124213) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Spartanburg, SC and has over 3 years of experience in the finance industry. Charlotte Jacobs 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.

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Professional Designations
Company Name Location Dates Years
Cetera Advisor Networks El Segundo, CA Apr 2013 - Current 3
Stravolo Wealth Management Spatanburg, SC Jul 2012 - Current 4
Individual Watkinsville, GA Aug 2011 - May 2012 < 1
Schlotzkys Deli Athens, GA Nov 2010 - Aug 2011 < 1
Gege's Bar And Restaurant Winder, GA Jun 2009 - Nov 2010 1
Barberitos Athens, GA Nov 2008 - May 2009 < 1
Bo's Wing House Winder, GA Oct 2007 - Aug 2008 < 1
Barberitos Winder, GA Aug 2006 - Oct 2007 1
Student Winder, GA Jan 2002 - Aug 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Charlotte A. Jacobs
Phone Number: 310-326-3100
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    70,113
    ACCOUNTS
  • Average Account Value
    $239,482
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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
89
Clean Record
This advisor has a clean track record with regulators.

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