CC
CFP
CC
CFP

Charles Clements

28 Years of Experience
Atlanta, GA
Broker

Charles Clements is a CFP-designated registered investment advisor, based in Atlanta, GA, with 28 years of industry experience.

Location

4243 Dunwoody Club Dr., Ste 101, Atlanta, GA, 30350

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Charles is the owner/sole proprietor of Clements & Associates, PC and Charles F. Clements, PC, both tax preparation/accounting businesses, dedicating full-time hours to each. He also owns Stanley Brothers Farms, LLC, a tree farm, spending minimal time on replanting trees and managing property expenses.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
April 2003 - September 2025 · 22 yrs 5 mos
Avantax Investment Services, INC.Broker
November 1997 - September 2025 · 27 yrs 10 mos
State Registrations21 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.