Charles Jaquess is a registered investment advisor, based in Allen, TX, with 13 years of industry experience.
Location
100 Allentown Pkwy, Suite 220, Allen, TX, 75002
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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
Charles operates Southfork Wealth Advisory LLC, offering investment products and planning services. He is also an independently licensed insurance agent selling life insurance products and serves as campaign treasurer and successor trustee, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Parkland Securities, LLCBroker
Spc
Sigma Financial CorporationBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations6 states
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