Pilot Investment Services, LLC

Pilot Investment Services, LLC (CRD# 277155) is a financial advisory firm headquartered in Charlotte, NC. They manage $2,750,150 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $152,786
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
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.

NC

Financial Advisors at Pilot Investment Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Charles W. Kern
CRD#: 2404048
3440 Toringdon Way, Suite 205, Charlotte, NC 28277
63
Wealthminder
score

Charles Kern (CRD# 2404048) is an Investment Advisor Representative working at Pilot Investment Services, LLC in Charlotte, NC and has over 22 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.