Justene
Charlesworth
Avantax Advisory Services
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About this Advisor
Justene Charlesworth is a financial advisor based out of Valparaiso, Indiana who has 1 year of industry experience. Charlesworth is currently employed by Avantax Advisory Services. Throughout their career, Charlesworth has worked at Charlesworth Financial Services, Avantax Investment Services Inc, Avantax Advisory Services, Cordano Severson & Associates, J-Mart Inc, University Of St Francis-Joilet, Lacrosse High School and Wanatah School. Charlesworth has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Indiana. Avantax Advisory Services is a registered investment firm that has its headquarters in Coppell, TX. The investment advisory business has offices in 1,514 locations and a total of 2,433 financial advisors. It administers $31 billion in assets under management between its 123,393 client accounts, making it one of the biggest firms in the United States by assets under management. Of its 123,393 customer accounts, just 6% are held by high-net-worth individuals who have more than $1 million in investable assets. Avantax Advisory Services has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fees typically depend on which services are provided. Fee types billed by Avantax Advisory Services may include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Justene Charlesworth Work History
Justene has been registered as a financial advisor for 1 years.*
Charlesworth Financial Services
Avantax Investment Services Inc
Avantax Advisory Services
University Of St Francis-Joilet
J-Mart Inc
Cordano Severson & Associates
Lacrosse High School
Wanatah School
*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 Justene Charlesworth 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 Avantax Advisory Services
Melville, NY
Mccordsville, IN
Ann Arbor, MI
Irving, TX
Lansdale, PA
Irving, TX
Gadsden, AL
Ann Arbor, MI
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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