CB
ChFC
CB
ChFC

Charles Baldwin

34 Years of Experience
Bedford, NH
Sells Insurance

Charles Baldwin is a ChFC-designated registered investment advisor, based in Bedford, NH, with 34 years of industry experience.

Location

1 Bedford Farms Drive, Suite 102, Bedford, NH, 03110

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Charles is a board of trustee and finance and investment committee member of the Crotched Mountain Foundation, dedicating minimal time as a non-paid volunteer. Charles is also a licensed insurance broker with various insurance companies, spending about 10-20% of his time identifying client insurance needs, reviewing products, and selling insurance.

Employment History
Previous Registrations
Bcas
January 1992 - December 2025 · 33 yrs 11 mos
State Registrations3 states
MAMENH
Advisor

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.

Exams
No exam information available for this advisor.
Charles Baldwin - Financial Advisor | TrueAdvisor