CC
CFP
CC
CFP
Charles Cohen
18 Years of Experience
Edmonds, WA
1 DisclosureSells Insurance
Charles Cohen is a CFP-designated registered investment advisor at A.T.B.N. Professional Limited Liability Company, based in Edmonds, WA, with 18 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.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
A. T. B. N. charges $125 per hour for financial planning advice.
Hourly Rate:$125/hr
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Location
Edmonds, WA
Get directionsHistory
Regulatory History (1)
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Criminal
September 1990Final Disposition
Other Business ActivitiesSells Insurance
Charles has a real estate license and uses real estate information to supplement his insurance business operations. He dedicates minimal time to this activity.
Employment History
Current Registrations
A.T.B.N. Professional Limited Liability Company
October 2007 - Present · 18 yrs 7 mos
State Registrations1 state
WA
Advisor
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.