Charles Moore
Charles Moore is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Macon, GA, with 46 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2411 Ingleside Avenue, Macon, GA, 31204
Get directionsHistory
Regulatory History (3)
Financial
December 2017Financial
December 2016Customer Dispute
October 2004Other Business ActivitiesSells Insurance
Charles owns rental real estate and is an agent for Ingleside Financial Group, LLC, offering fixed/indexed annuities and traditional life insurance products. He also dedicates minimal time to church oversight and administrative tasks as President of Ingleside Financial Group.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Ids Financial Services INC.Broker
State Registrations20 states
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.