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Charles Jay Love

5 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
1,745 clients
Average Client Portfolio
$268K average
Assets Under Management
$467.2M

Fee Structure

Minimum Investment:$25K
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Location

North Richland Hills, TX

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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 an independent agent with Financial Gravity Enhanced Markets, LLC, selling life, accident, and other lines of insurance. He dedicates minimal time to these insurance-related activities and faces a conflict of interest due to additional compensation.

Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Sterling Hawthorne Wealth Management LLC
March 2020 - May 2022 · 2 yrs 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Charles Jay Love - Financial Advisor | TrueAdvisor