Charles Cash
Charles Cash is a registered investment advisor at Cetera Investment Advisers LLC, based in Port Charlotte, FL, with 1 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2541 Tamiami Trail #A, Port Charlotte, FL, 33952
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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 an insurance agent with Avantax Insurance Agency, selling fixed and indexed annuities, dedicating a few hours per week. He is also the managing member/president of AIS Tax and Financial, LLC, providing tax and financial services, including annuity sales, taking nearly full-time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
State Registrations1 state
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