CB
CB
Charles Boagni is a registered investment advisor, based in Opelousas, LA, with 24 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold.
Location
120 west Bellevue st, Opelousas, LA, 70570
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Regulatory History (1)
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Customer Dispute
October 2007Settled
Other Business ActivitiesSells Insurance
Charles dba Peak Wealth Management sells various insurance products, dedicating about 10% of his time to this activity. He also owns Peak Realty LLC and other real estate rental properties, spending minimal time on these ventures.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2026 - Present · 2 mos
Cetera Investment Advisers LLC
August 2026 - Present · 2 mos
Previous Registrations
LPL Financial LLC
November 2009 - August 2026 · 16 yrs 9 mos
LPL Financial LLCBroker
November 2009 - August 2026 · 16 yrs 9 mos
Chase Investment Services CORP.Broker
July 2005 - November 2009 · 4 yrs 4 mos
Chase Investment Services CORP.
July 2005 - November 2009 · 4 yrs 4 mos
Banc One Securities Corporation
November 2003 - July 2005 · 1 yr 8 mos
Banc One Securities CorporationBroker
November 2003 - July 2005 · 1 yr 8 mos
AXA Advisors, LLC
August 2002 - August 2003 · 1 yr
AXA Advisors, LLCBroker
February 2002 - August 2003 · 1 yr 6 mos
Prudential Securities IncorporatedBroker
July 2001 - October 2001 · 3 mos
State Registrations4 states
ALLANYTX
AdvisorBrokerBoth
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
No exam information available for this advisor.
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