Charter Investment Services, Inc.
Charter Investment Services, Inc. (CRD# 128984) is a financial advisory firm headquartered in , . They manage $8,786,794 in 9 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Charter Investment Services, Inc.
By the Numbers
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Total Assets Under Management9MILLION
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Total Number of Accounts9ACCOUNTS
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Average Account Value$976,310
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, NE
Financial Advisors at Charter Investment Services, Inc.
1
Ronald Favara (CRD# 1705505) is an Investment Advisor Representative working at Charter Investment Services, Inc. in Colorado Springs, CO and has over 31 years of experience in the finance industry.
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