Charles Root
Charles Root is a registered investment advisor at Double Eagle Financial, based in Santa Rosa, CA, with 51 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Retirement Planning, Tax Planning.
Compensation
Firm Size
IM Fee
Location
Santa Rosa, CA
Get directionsHistory
Regulatory History (2)
Regulatory
May 1983Criminal
May 1971Other Business Activities
Charles provides financial planning and consulting services through Double Eagle Financial, an independent investment advisor firm, dedicating about half his time to this activity. He also owns rental real estate, spending minimal time on it.
Employment History
Current Registrations
Double Eagle Financial
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Aragon Financial Services, INC.Broker
Planned Investments INC.Broker
Protected Investors of AmericaBroker
Home Life Insurance CompanyBroker
M. H. Deckard & CO., INC.Broker
University Securities CorporationBroker
Blc Equity Services CorporationBroker
Spectrum Financial Group, INC.Broker
State Registrations1 state
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.