Charles Beaman Jimerson

Sunbelt Securities

38 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment Management

Sunbelt Securities

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

64 advisors

Number of Clients

5,355 clients

Average Client Portfolio

$378K average

Assets Under Management

$2.0B

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

Executive Center Two, 8360 LBJ Freeway Suite 100, Dallas, TX, 75243

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History

Regulatory History (1)

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Customer Dispute

June 2022

Settled

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Other Business Activities

Charles operates under the DBA North Texas Advisory Group, offering general financial services through Sunbelt Securities, Inc. He dedicates a few hours per week to this investment-related activity.

Employment History

Current Registrations

Sunbelt Securities

August 2017 - Present · 8 yrs 6 mos

Sunbelt Securities, INC.Broker

August 2017 - Present · 8 yrs 6 mos

Previous Registrations

Wfg Advisors, LP

April 2003 - August 2017 · 14 yrs 4 mos

Wfg Investments, INC.Broker

May 1991 - August 2017 · 26 yrs 3 mos

Williams Financial Group

May 1991 - February 2008 · 16 yrs 9 mos

Prudential Securities IncorporatedBroker

October 1987 - June 1991 · 3 yrs 8 mos

State Registrations24 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.