Charlene Fogel (CRD# 2622281) is an Investment Advisor Representative working at Fogel Capital Management Inc. in Stuart, FL and has 1 year of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5575170
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fogel Capital Management, Inc. | Stuart, FL | Apr 1995 - Current | 29 |
- FL
-
Total Assets Under Management351MILLIONS
-
Total Number of Accounts242ACCOUNTS
-
Average Account Value$1,450,207
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, NJ, NY
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