Charles
Kinnison

Archer Investment Corporation

CRD#1850834
Investment Advisor
in Carmel, IN

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About this Advisor

Charles Kinnison is a financial advisor based in Carmel, Indiana, working with Archer Investment Corporation. Charles has previously held positions at J.P. Turner & Company, L.L.C, Hd Vest Investment Services, Hd Vest Advisory Services, Hd Vest Insurance Agency, Inc, Kinnison Financial Strategies, Foresters Equity Services, Inc, Hd Vest Insurance Agency, LLC, and Archer Investment Corporation. Charles has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Charles is part of Archer Investment Corporation, which operates out of Carmel, Indiana. The firm has 84 offices and 82 employees. The firm manages assets totaling $749.2 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and pension consulting services. The fee structure at Archer Investment Corporation includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

11711 N. College Ave Suite 200
Carmel, IN 46032

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Archer Investment Corporation Brokerage Details

Total Assets Under Management

$749,207,372

IN Average: $1,347,246,178
Total Number of Employees

82

IN Average: 46
Total Number of Accounts

3,810

IN Average: 1,775
Average Account Size

$196,642

IN Average: $759,012

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Charles Kinnison Work History

2023 - Present (1 year)

Kinnison Financial Strategies

2019 - Present (5 years)

Archer Investment Corporation

2018 - 2019 (1 year)

Hd Vest Investment Services

2018 - 2019 (1 year)

Hd Vest Advisory Services

2018 - 2019 (1 year)

Hd Vest Insurance Agency, LLC

2016 - 2018 (2 years)

Foresters Equity Services, Inc

2015 - 2016 (1 year)

Hd Vest Investment Services

2015 - 2016 (1 year)

Hd Vest Advisory Services

2015 - 2016 (1 year)

Hd Vest Insurance Agency, Inc

2010 - 2015 (5 years)

J.P. Turner & Company, L.L.C

1988 - 2023 (35 years)

Kinnison Financial Strategies

Disclosures

Please visit the SEC profile of Charles Kinnison 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 Archer Investment Corporation

Adam Oates
Greensboro, NC
Ricky Melton
Murray, KY
Andrew Hart
Tallassee, AL
Sanjay Asija
Barrington, IL
Elizabeth Newton
Charlotte, NC
Ronald Odom
Tempe, AZ
Gabriel Cena
Woodland Hills, CA
Kurtis Ternet
Carmel, IN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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