CS
ChFC
CS
ChFC

Charles Strickland

40 Years of Experience
Hayesville, NC
BrokerSells Insurance

Charles Strickland is a ChFC-designated registered investment advisor, based in Hayesville, NC, with 40 years of industry experience.

Location

Hayesville, NC

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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 an insurance agent offering insurance through various agencies, and also an independent insurance agent for various independent insurance companies under the trade name C.E. Wealth Group, LLC; these activities take about a quarter of his time. He also provides tax services, is affiliated with CIRA as an IAR, is a committee member at Truett Baptist Church, a board member at Nantahala Bank & Trust Company, president of CR&LM LLC, and a board member for Provision Financial Resources of NC Baptists.

Employment History
Current Registrations
Cambridge Investment Research, INC.
March 2023 - Present · 3 yrs 2 mos
Cambridge Investment Research Advisors, INC.
March 2023 - Present · 3 yrs 2 mos
Cambridge Investment Research, INC.Broker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Lincoln Financial Securities Corporation
June 2017 - March 2023 · 5 yrs 9 mos
Lincoln Financial Securities CorporationBroker
June 2017 - March 2023 · 5 yrs 9 mos
Invest Financial CorporationBroker
August 2010 - June 2017 · 6 yrs 10 mos
Invest Financial Corporation
August 2010 - June 2017 · 6 yrs 10 mos
Lincoln Financial Securities Corporation
December 2001 - August 2010 · 8 yrs 8 mos
Lincoln Financial Securities CorporationBroker
October 1997 - August 2010 · 12 yrs 10 mos
Jefferson-Pilot Investor Services, INC.Broker
September 1985 - October 1997 · 12 yrs 1 mo
State Registrations10 states
FLGAMEMTNCPASCTNTXVA
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.