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Charles Miracle

6 Years of Experience
Wenatchee, WA
BrokerSells Insurance

Charles Miracle is a registered investment advisor, based in Wenatchee, WA, with 6 years of industry experience.

Location

175 E. Penny Road, Suite 1, Wenatchee, WA, 98801

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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 ActivitiesSells Insurance

Charles is the President of the Advisory Board for the Literacy Council and an advisor at CNC Financial Group, LLC. He is also a CPA at Cordell, Neher & Company, PLLC, dedicating full-time hours, and a board member of the Wenatchee Valley Museum & Cultural Center.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
January 2020 - September 2025 · 5 yrs 8 mos
Avantax Investment Services, INC.Broker
December 2019 - September 2025 · 5 yrs 9 mos
State Registrations1 state
WA
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 Miracle - Financial Advisor | TrueAdvisor