Charles BushCRD 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 21 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|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|
Total Assets Under Management4,348MILLIONS
Total Number of Accounts24,542ACCOUNTS
Average Account Value$177,153
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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