Charlene May is a registered investment advisor, based in Fort Worth, TX, with 17 years of industry experience.
Location
1 Firstcomm Plaza, Fort Worth, TX, 76109
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Charlene is an independent consultant for Rodan+Fields, a multi-level marketing company, since 2012. She dedicates minimal time selling skincare products to friends and family.
Employment History
Current Registrations
First Command Advisory Services
October 2018 - Present · 7 yrs 9 mos
First Command Brokerage Services, INC.
October 2018 - Present · 7 yrs 9 mos
First Command Brokerage Services, INC.Broker
October 2018 - Present · 7 yrs 9 mos
Previous Registrations
LPL Financial LLCBroker
August 2017 - December 2017 · 4 mos
LPL Financial LLC
August 2017 - December 2017 · 4 mos
Bbva Wealth Solutions INC.
November 2014 - October 2015 · 11 mos
Bbva Securities INC.Broker
October 2014 - October 2015 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2014 - September 2014 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2014 - September 2014 · 5 mos
Charles Schwab & CO., INC.Broker
March 2010 - April 2014 · 4 yrs 1 mo
Charles Schwab & CO., INC.
March 2010 - April 2014 · 4 yrs 1 mo
USAA Financial Planning Services
May 2007 - February 2010 · 2 yrs 9 mos
USAA Financial Advisors, INC.Broker
May 2007 - February 2010 · 2 yrs 9 mos
AXA Advisors, LLCBroker
March 2006 - April 2007 · 1 yr 1 mo
Banc of America Investment Services, INC.Broker
January 2006 - March 2006 · 2 mos
First Clearing, LLCBroker
July 2005 - December 2005 · 5 mos
State Registrations52 states
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Exams
No exam information available for this advisor.