Charles Tutt is a CFP-designated registered investment advisor, based in Edmond, OK, with 27 years of industry experience.
Location
869 33rd Street, Edmond, OK, 73013
Get directionsHistory
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 involved with non-variable insurance and Lifemore Financial Group as a Registered Investment Advisor. He also owns and manages Tree 869 LLC, a real estate company, and Tortuga Holdings, LLC for tax/investment purposes.
Employment History
Current Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
Previous Registrations
LPL Financial LLCBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Signator Investors, INC.
Signator Investors, INC.Broker
Signator Investors, INC.Broker
Mony Securities CorporationBroker
State Registrations7 states
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.