Charles AutreyCRD 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 33 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Intrinsic Wealth Counsel, Inc.||Tempe, AZ||Mar 2012 - Current||5|
|Delta Ventures Financial Counsel, Inc.||Mesa, AZ||Jan 1995 - Mar 2012||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1983|
|S65||NASAA Investment Advisors Law Examination||Nov 1995|
Total Assets Under Management126MILLIONS
Total Number of Accounts506ACCOUNTS
Average Account Value$248,660
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, NY, TX