Charles Diehl is a registered investment advisor at Touchstone Advisors INC, based in Louisville, KY, 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 40 clients with $31B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Louisville, KY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles creates audio/video content for Western Southern Financial Group and owns rental property, dedicating minimal time to each. He also provides business-to-business marketing and solicitation activities regarding Separately Managed Accounts and Model Portfolio Delivery options, spending a few hours per week during trading hours.
Employment History
Current Registrations
Touchstone Advisors INC
Touchstone Securities, LLC
Touchstone Securities, LLCBroker
Previous Registrations
Touchstone Advisors INC
Edward JonesBroker
State Registrations27 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
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