Charles Autrey, financial advisor Tempe AZ

Charles Autrey

CRD Number: 1161290
Current Firm: Intrinsic Wealth Counsel, Inc.

Charles Autrey (CRD# 1161290) is an Investment Advisor Representative working at Intrinsic Wealth Counsel, Inc. in Tempe, AZ and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Intrinsic Wealth Counsel, Inc. Tempe, AZ Mar 2012 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1983
S65 NASAA Investment Advisors Law Examination Nov 1995
Contact Info for Charles T. Autrey
Phone Number: 480-924-5613
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    235
    MILLIONS
  • Total Number of Accounts
    612
    ACCOUNTS
  • Average Account Value
    $384,187
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CO, IL, NY, TX

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