Charles Weldon
Charles Weldon is a ChFC-designated registered investment advisor at Independent Financial Group, LLC, based in Boca Raton, FL, with 43 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
Boca Raton, FL
Get directionsHistory
Regulatory History (9)
Customer Dispute
May 2025Customer Dispute
March 2025Customer Dispute
February 2025Customer Dispute
October 2024Customer Dispute
June 2024Customer Dispute
July 2023Customer Dispute
March 2023Customer Dispute
March 2023Customer Dispute
June 2015Other Business ActivitiesSells Insurance
Charles is an officer/director of C. Raymond Weldon & Associates, Inc. and Weldon & Company, and a board member for Buena Vista Homeowners Association, Inc. He is also an insurance agent outside of IFG.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
The Investment Center, INC.Broker
Cetera Advisor Networks LLCBroker
Girard Securities, INC.
Girard Securities, INC.Broker
Main Street Management Company
Main Street Management CompanyBroker
Weldon & Company
Ws Griffith Securities, INC.Broker
Phoenix Equity Planning CorporationBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.