CB
CB

Charles Blachford

2 Years of Experience
Jamison, PA
Broker

Charles Blachford is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Jamison, PA, with 2 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

2500 York Rd Ste 200, Jamison, PA, 18929

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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 pastor at Bux Mont Baptist Church since 2020, dedicating a significant amount of time to this role. He also serves as the lead pastor of the same church since December 2024, spending a few hours per week on this.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
November 2024 - Present · 1 yr 8 mos
Northwestern Mutual Investment Services, LLCBroker
September 2024 - Present · 1 yr 10 mos
Previous Registrations
Stonecrop Wealth Advisors, LLC
July 2023 - June 2024 · 11 mos
State Registrations4 states
MDNJPAVA
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 Blachford - Financial Advisor | TrueAdvisor