Charles Jimerson
Charles Jimerson is a registered investment advisor at Sunbelt Securities, based in Dallas, TX, with 38 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 6,241 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum fee is 2.50% of assets under management, charged monthly. Fees are negotiable.
Fee Estimator
Location
Executive Center Two, 8360 LBJ Freeway Suite 100, Dallas, TX, 75243
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2022Other 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
Sunbelt Securities, INC.Broker
Previous Registrations
Wfg Advisors, LP
Wfg Investments, INC.Broker
Williams Financial Group
Prudential Securities IncorporatedBroker
State Registrations23 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.
Exams
More Advisors
- Marty HarariSunbelt Securities
- Jules Jouvenat, CFPHightower Advisors, LLC
- Tracey Gledhill, CFP
- Gregory Bone, CFACorient
- James Carroll, CFPBlack Swan Management Group, INC.
- Zechariah Daugherty, CFPCreative Planning