CB
ChFC
CB
ChFC
Charles Brinkman
37 Years of Experience
Daleville, VA
1 Disclosure
Charles Brinkman is a ChFC-designated registered investment advisor at Integrity Investing, INC, based in Daleville, VA, with 37 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 37 clients with $58M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$58.1M
Loading...
Location
Daleville, VA
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
December 2018Final
Other Business Activities
Charles manages several real estate LLCs, including Eden Way Properties, LLC, and Strategic Holdings of Virginia, LLC. These investments take about half of Charles's work-related time, and he has been involved with most of them for the last 5-10 years.
Employment History
Current Registrations
Integrity Investing, INC
April 2004 - Present · 22 yrs
Previous Registrations
Next Financial Group, INC.Broker
May 2004 - February 2006 · 1 yr 9 mos
Multi-Financial Securities CorporationBroker
January 1997 - June 2004 · 7 yrs 5 mos
The Lincoln National Life Insurance CompanyBroker
July 1993 - January 1997 · 3 yrs 6 mos
Lincoln Financial Advisors CorporationBroker
July 1993 - January 1997 · 3 yrs 6 mos
Metlife Securities INC.Broker
June 1988 - August 1993 · 5 yrs 2 mos
Metropolitan Life Insurance CompanyBroker
June 1988 - August 1993 · 5 yrs 2 mos
State Registrations1 state
VA
Advisor
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.