Charles Beal is a ChFC-designated registered investment advisor, based in Laurel, MD, with 28 years of industry experience.
Location
10990 Johns Hopkins Rd, Laurel, MD, 20723
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Truist Investment Services, INC.
September 2016 - Present · 10 yrs
Truist Advisory Services, INC.
September 2016 - Present · 10 yrs
Truist Investment Services, INC.Broker
September 2016 - Present · 10 yrs
Previous Registrations
Suntrust Investment Services, INC.
September 2016 - December 2016 · 3 mos
UBS Financial Services INC.
May 2011 - September 2016 · 5 yrs 4 mos
UBS Financial Services INC.Broker
April 2011 - September 2016 · 5 yrs 5 mos
Wells Fargo Advisors, LLC
June 2006 - April 2011 · 4 yrs 10 mos
Wells Fargo Advisors, LLCBroker
June 2006 - April 2011 · 4 yrs 10 mos
H. Beck, INC.
February 2004 - May 2006 · 2 yrs 3 mos
H. Beck, INC.Broker
February 2004 - May 2006 · 2 yrs 3 mos
Ing Financial Advisers, LLC
September 2003 - February 2004 · 5 mos
Ing Financial Advisers, LLCBroker
February 2003 - February 2004 · 1 yr
Princor Financial Services CorporationBroker
October 2000 - January 2003 · 2 yrs 3 mos
T. Rowe Price Investment Services, INC.Broker
April 1997 - September 2000 · 3 yrs 5 mos
State Registrations21 states
AZDCDEFLGAILMAMDMINCNHOKORPARISCTNTXVAWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.