Charles Chelf
Charles Chelf is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Perry Hall, MD, with 27 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Perry Hall, MD
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2013Customer Dispute
January 2013Other Business ActivitiesSells Insurance
Charles works as an insurance agent selling fixed insurance products, dedicating about 10-20% of his time to this activity. He also works as a financial professional for North Ridge Wealth Planning, spending full-time hours on securities DBA, including some during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.Broker
Signator Investors, INC.Broker
State Registrations9 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.
Exams
More Advisors
- Jason Costner, CFP