Charles Stephen is a ChFC-designated registered investment advisor, based in Manchester, NH, with 26 years of industry experience.
Location
814 Elm Street, Suite 503, Manchester, NH, 03101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles is a licensed insurance broker for various insurance companies since 1992, dedicating about 10% of his time to this activity. He also owns multiple rental properties in Vermont, New Hampshire, and Florida.
Employment History
Previous Registrations
Glenwood Investment Group, LLC
Affinity Investment Group, LLC
MML Investors Services, INC.
State Registrations3 states
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