Charles Jordan, financial advisor Vidalia GA
96 score

Charles Jordan

CRD Number: 1806216
Current Firm: Park Avenue Securities LLC

Charles Jordan (CRD# 1806216) is an Investment Advisor Representative working at Park Avenue Securities LLC in Vidalia, GA and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Park Avenue Securities Vidalia, GA Feb 2004 - Current 12
Guardian Life Insurance Co Vidalia, GA Feb 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1988
S65 NASAA Investment Advisors Law Examination Apr 1997
Contact Info for Charles M. Jordan
Phone Number: 1-888-600-4667
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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