Charles Strickland, financial advisor Hayesville NC
96 score

Charles Strickland

CRD Number: 1354135
Current Firm: Lincoln Financial Securities Corporation

Charles Strickland (CRD# 1354135) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Hayesville, NC and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lincoln Financial Securities Corporation Hayesville, NC Jun 2017 - Current < 1
Invest Financial Corporation Tampa, FL Aug 2010 - Jun 2017 6
Jefferson Standard Life Ins Co Asheville, NC Jul 1984 - Jun 2017 32
Lincoln Financial Securities Corporation Asheville, NC Jul 2008 - Aug 2010 2
Jefferson Pilot Securities Corporation Asheville, NC Oct 1997 - Jul 2008 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
S65 NASAA Investment Advisors Law Examination Sep 1999
Contact Info for Charles R. Strickland
Phone Number: 800-258-3648
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    2,112
    MILLIONS
  • Total Number of Accounts
    10,823
    ACCOUNTS
  • Average Account Value
    $195,168
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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)
  • Other
Types of Clients
Registered States

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, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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