Charles Margolis is a registered investment advisor at Wells Fargo Advisors, based in Highland Park, IL, with 30 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1849 Green Bay Rd, Ste 200, Highland Park, IL, 60035
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is a co-trustee for his grandmother and grandfather, and a trustee for his mother's trust. He also serves as executor for his parent's estate, owns 100% of Charjen Corp, has 9% ownership in HLM Capital LLC, and is a trustee/co-trustee for HLM Capital LLC's retirement plans.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations34 states
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