Charles Sells
Charles Sells is a registered investment advisor at Wmg Financial Advisors, LLC, based in Nashville, TN, with 26 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,655 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
Nashville, TN
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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 agent and may offer clients advice or products related to this activity. Clients should be aware of potential conflicts of interest due to commissions.
Employment History
Current Registrations
Wmg Financial Advisors, LLC
Previous Registrations
Concourse Financial Group Securities, INC.Broker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Metlife Securities INC.Broker
Metlife Securities INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
PFS Investments INC.Broker
PFS Investments INC.Broker
American United Life Insurance CompanyBroker
Aul Equity Sales CORP.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
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.