Charles Bush, financial advisor Winter Park FL
96 score

Charles Bush

CRD Number: 1078819
Current Firm: Independent Financial Partners

Charles Bush (CRD# 1078819) is an Investment Advisor Representative working at Independent Financial Partners in Winter Park, FL and has over 20 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Independent Financial Partners Winterpark, FL Aug 2009 - Current 7
Lpl Financial Corporation Winter Park, FL Sep 2009 - Dec 2012 3
Mutual Service Corporation Winter Park, FL Oct 2003 - Sep 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1995
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Charles T. Bush
Phone Number: 813-341-0960
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    4,348
    MILLIONS
  • Total Number of Accounts
    24,542
    ACCOUNTS
  • Average Account Value
    $177,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, 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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