Charter Investment Services, Inc.

Charter Investment Services, Inc. (CRD# 128984) is a financial advisory firm headquartered in , . They manage $5,819,816 in 27 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $215,549
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NE

Financial Advisors at Charter Investment Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Ronald J. Favara
CRD#: 1705505
Omaha, NE
73
Wealthminder
score

Ronald Favara (CRD# 1705505) is an Investment Advisor Representative working at Charter Investment Services, Inc. in Omaha, NE and has over 24 years of experience in the finance industry.

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