Classic Financial & Insurance Services, Inc.
Classic Financial & Insurance Services, Inc. (CRD# 120228) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $12,749,925 in 66 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts66ACCOUNTS
Average Account Value$193,181
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Charles Russo (CRD# 1426442) is an Investment Advisor Representative working at Classic Financial & Insurance Services, Inc. in Westlake Village, CA and has over 26 years of experience in the finance industry. Charles Russo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.