Charles Wanebo is a registered investment advisor, based in Grand Junction, CO, with 31 years of industry experience.
Location
760 Horizon Dr, Suite 402, Grand Junction, CO, 81506
Get directionsHistory
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 Activities
Charles is the CEO of CPW Financial Advisor LLC, his ownership vehicle for Mt. Garfield Wealth Management Group, spending minimal time on it. He also contributes to running Mt. Garfield Wealth Management Group, dedicating about a quarter to half of his time to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations48 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.