Charles Rucker
Charles Rucker is a registered investment advisor at Osaic Wealth, INC., based in Olney, MD, with 29 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, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2939 Olney Sandy Spring Rd, Suite A, Olney, MD, 20832
Get directionsHistory
Regulatory History (1)
Regulatory
January 1996Other Business ActivitiesSells Insurance
Charles owns rental properties and dedicates minimal time to them. He is also an insurance agent, incorporating insurance planning into his financial planning process, and this takes a few hours per week. Charles is also a financial advisor at Capital Harvest Wealth Partners, dedicating full-time hours.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Truist Advisory Services, INC.
Suntrust Investment Services, INC.
Truist Investment Services, INC.Broker
Capital One Investment Services LLCBroker
Capital One Financial Advisors LLC
Chevy Chase Financial Services
Chevy Chase Financial ServicesBroker
Citicorp Investment ServicesBroker
Chevy Chase Financial Services
Chevy Chase Financial ServicesBroker
Nylife Securities INC.Broker
Citicorp Investment ServicesBroker
Chevy Chase Financial ServicesBroker
La Jolla Capital CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Cohig & Associates, INC.Broker
State Registrations5 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.