Tiffany Charles
Tiffany Charles is a registered investment advisor at Traction Financial Partners, based in Littleton, CO, with 12 years of industry experience. Tiffany operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 8 more. Their firm serves 338 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
The maximum annual advisory fee is 1.35%. Fees are negotiable based on account size, portfolio complexity, and other factors. Employees and their family accounts receive reduced fees.
Fee Estimator
Location
8321 S Sangre De Cristo Rd., Suite 102, Littleton, CO, 80127
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tiffany is a success coach for Limitless Advisors/Educe Inc., spending minimal time, and is licensed to sell life, disability, and LTC insurance. She also serves on the board of DSST Foundation, has partial ownership in L.E.T.S LLC, and is on the board of directors for bQuest, spending a few hours per week.
Employment History
Current Registrations
Traction Financial Partners
Previous Registrations
Destiny Capital Corporation
Destiny Capital Securities CorporationBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Raymond James Financial Services, INC.Broker
State Registrations1 state
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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