Chasity Charles (CRD# 5361255) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Charlotte, NC and has over 10 years of experience in the finance industry.
CRD# 3089483
Prospera Financial Services, Inc.
Score
94
CRD# 2500734
Dalton Financial LLC
Score
103
CRD# 2082331
M Holdings Securities, Inc.
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Clearing Services, LLC | Vinton, VA | Nov 2016 - Current | 1 |
| Wells Fargo Bank Na | Vinton, VA | Aug 2013 - Current | 4 |
| Wells Fargo Advisors LLC | Vinton, VA | Aug 2013 - Nov 2016 | 3 |
| Unemployed | Spring, TX | Apr 2013 - Aug 2013 | < 1 |
| Farmers Insurance | Houston, TX | Aug 2011 - Mar 2013 | 1 |
| Wells Fargo Advisors, LLC | The Woodlands, TX | May 2009 - Aug 2011 | 2 |
| Wells Fargo Bank, N.a. | The Woodlands, TX | May 2009 - Aug 2011 | 2 |
| Wachovia Securities, LLC | Columbia, SC | Jun 2007 - Apr 2009 | 1 |
| Wachovia Bank, N.a. | Columbia, SC | Apr 2006 - Apr 2009 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
| S63 | Uniform Securities State Law Examination | Oct 2007 |
- NC
- VA
-
Total Assets Under Management409,716MILLIONS
-
Total Number of Accounts1,359,521ACCOUNTS
-
Average Account Value$301,368
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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