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Charles Blanton

41 Years of Experience
Jacksonville, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Charles Blanton is a ChFC-designated registered investment advisor, based in Jacksonville, FL, with 41 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold.

Location

6501 Arlington Expressway, Suite 213B, Jacksonville, FL, 32211

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History

Regulatory History (1)
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Customer Dispute
August 1986
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Charles is a general partner at Lion Street, Inc. DBA ECM Group, LLC, brokering non-registered insurance products and annuities, dedicating a few hours per week. He also owns Independent Fiduciary Consulting, Inc. and works as a remote pilot for First Coast Drone Work, LLC, spending a few hours per week on each.

Employment History
Current Registrations
World Investments, LLCBroker
October 2025 - Present · 1 yr
World Investment Advisors, LLC
December 2016 - Present · 9 yrs 10 mos
Previous Registrations
Pensionmark Securities, LLCBroker
September 2017 - October 2025 · 8 yrs 1 mo
Capfinancial Securities, LLC.Broker
November 2016 - September 2017 · 10 mos
Cambridge Investment Research Advisors, INC.
October 2013 - November 2016 · 3 yrs 1 mo
Cambridge Investment Research, INC.Broker
September 2013 - November 2016 · 3 yrs 2 mos
Gwn Securities INC.
October 2011 - September 2013 · 1 yr 11 mos
Gwn Securities INC.Broker
February 2011 - September 2013 · 2 yrs 7 mos
Signator Investors, INC.Broker
October 2009 - March 2011 · 1 yr 5 mos
Oneamerica Securities, INC.
January 2008 - November 2009 · 1 yr 10 mos
Oneamerica Securities, INC.Broker
December 2007 - November 2009 · 1 yr 11 mos
United Planners' Financial Services of America a Limited Partner
October 2005 - December 2007 · 2 yrs 2 mos
Ecm Advisors
May 2003 - December 2005 · 2 yrs 7 mos
United Planners' Financial Services of America a Limited Partner
April 2003 - May 2003 · 1 mo
United Planners' Financial Services of America a Limited PartnerBroker
January 2003 - December 2007 · 4 yrs 11 mos
Princor Financial Services Corporation
August 1998 - January 2003 · 4 yrs 5 mos
Princor Financial Services CorporationBroker
June 1995 - January 2003 · 7 yrs 7 mos
MML Investors Services, INC.Broker
April 1989 - May 1995 · 6 yrs 1 mo
New England Securities CorporationBroker
February 1985 - May 1989 · 4 yrs 3 mos
State Registrations3 states
CAFLLA
AdvisorBrokerBoth

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.
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