Charles Secord
Charles Secord is a registered investment advisor at Cetera Investment Advisers LLC, based in Haines City, FL, with 26 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Haines City, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles works as an accountant at Nicholas J. Cameron, CPA, dedicating minimal time to tax return preparation and review. He also serves as Interim Vestryman/Treasurer for St. Nicholas Church, Inc., a non-profit, spending minimal time overseeing finances.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Hochman & Baker Securities, INC.Broker
State Registrations4 states
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