CP
CP

Charles Pryor

17 Years of Experience
Americus, GA
Broker

Charles Pryor is a registered investment advisor at Wells Fargo Advisors, based in Americus, GA, with 17 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

209 W Lamars St, [Satellite], Americus, GA, 31709

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History

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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Other Business Activities

Charles is a trustee for his brother's trust and owns CSP Office Holdings, LLC. He also owns Pryor Wealth Management, LLC, dedicating full-time hours to it, and is a finance committee member for Americus First United Methodist Church, spending minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
March 2020 - Present · 6 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2008 - March 2020 · 11 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
June 2008 - March 2020 · 11 yrs 9 mos
State Registrations6 states
ALCOGAMONMSC
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.
Charles Pryor - Financial Advisor | TrueAdvisor