Robert CharltonCRD Number: 5880955
Current Firm: Global View Capital Management, Ltd
Robert Charlton (CRD# 5880955) is an Investment Advisor Representative working at Global View Capital Management, Ltd in Waukesha, WI and has over 7 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Global View Capital Insurance, Ltd.||Waukehsha, WI||Sep 2015 - Current||2|
|Global View Capital Managment, Ltd.||Waukesha, WI||Sep 2015 - Current||2|
|Hbw Advisory Services LLC||Glen Allen, VA||Jan 2011 - Sep 2015||4|
|Hbw Insurance & Financial Services||Glen Allen, VA||Aug 2008 - Sep 2015||7|
|Rayburn Realty||Richmond, VA||Sep 2007 - Aug 2008||< 1|
|Unemployed||Glen Allen, VA||Jun 2006 - Aug 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2010|
Total Assets Under Management257MILLIONS
Total Number of Accounts6,000ACCOUNTS
Average Account Value$42,794
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
AK, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV