Charles Labritz is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Morgantown, WV, with 25 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
455 Suncrest Towne Center Dr, Ste 300, Morgantown, WV, 26505
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles has 50% ownership in Oates Labritz Wealth Management LLC and 100% ownership in Labritz Wealth Management LLC. He also serves as co-trustee for the Oates Labritz Wealth Management 401k.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations32 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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