Charles Stockham is a registered investment advisor at Ia Network, LLC, based in Pinehurst, NC, with 40 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 253 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IA Network charges a fee based on the value of your investments. The fees will generally not exceed 2.5% annually, but may be higher depending on the complexity and time required. Fees are negotiable and can vary from client to client. These fees do not include brokerage or transaction costs.
Location
90 Aviemore Drive, Pinehurst, NC, 28374
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Regulatory History (1)
Customer Dispute
June 2002Other Business Activities
Charles is an advisor at IA Network d/b/a Stockham Financial, dedicating about half his time to investment advisory, client meetings, and account management. He also manages two LLCs with his wife, one holding a commercial rental building and the other family farmland, spending minimal time on each.
Employment History
Current Registrations
Ia Network, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
First Affiliated SecuritiesBroker
Nationsbanc Securities, INC.Broker
Wheat, First Securities, INC.Broker
State Registrations1 state
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.