Christy
Charles
Validus Capital LLC
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About this Advisor
Christy Charles is a certified financial planner based out of El Segundo, California. Charles is an employee of Validus Capital LLC. The advisor has gained experience at Memberplanet, Camden Capital, LLC and Validus Capital LLC. Charles can serve investors in California. Validus Capital LLC is a registered investment company that has its headquarters in El Segundo, CA. It administers $1 billion in total assets between its 2,396 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. Of its 2,396 accounts, 96% are associated with high-net-worth investors who have more than $1 million in investable assets. The advisory firm has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. A financial advisor's fees largely are based on which services the firm provides the client. Fee types billed by Validus Capital LLC likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Validus Capital LLC Brokerage Details
$1,345,497,137
12
2,396
$561,560
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Christy Charles Work History
Christy has been registered as a financial advisor for 0 years.*
Validus Capital LLC
Camden Capital, LLC
Camden Capital, LLC
Memberplanet
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christy Charles to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Validus Capital LLC
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
