Charles WeldonCRD Number: 1030659
Current Firm: Independent Financial Group, LLC
Charles Weldon (CRD# 1030659) is an Investment Advisor Representative working at Independent Financial Group, LLC in Corpus Christi, TX and has over 38 years of experience in the finance industry.
Lpl Financial LLC
|Independent Financial Group, LLC||Boca Raton, FL||Mar 2022 - Current||< 1|
|Weldon & Company||Ft. Lauderdale, FL||Feb 1980 - Current||42|
|The Investment Center, Inc.||Boca Raton, FL||Feb 2022 - Mar 2022||< 1|
|Cetera Advisor Networks LLC||El Segundo, CA||Oct 2017 - Feb 2022||4|
|Girard Securities, Inc.||San Diego, CA||May 2004 - Nov 2017||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1983|
|S65||NASAA Investment Advisors Law Examination||Sep 2003|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management6,647MILLIONS
Total Number of Accounts20,980ACCOUNTS
Average Account Value$316,813
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV, WY
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