Charles
Beagle

Fsc Securities Corporation

CRD#1549284
Investment Advisor
in Missoula, MT

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About this Advisor

Charles Beagle is a financial advisor working out of Missoula, Montana, who has been in the financial industry for 10 years. Beagle is an employee of Fsc Securities Corporation. During their career, Beagle has held roles at Sii Investments, Inc and Fsc Securities Corporationm. Beagle maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Arkansas, California, Minnesota, Montana and Washington. Fsc Securities Corporation is a firm operating in Missoula, Montana. The investment advisory business has offices in 363 locations and a total of 1,529 advisors. It manages $9 billion in assets between its 36,879 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 71 charities and foundations. Of its 36,879 customer accounts, 19% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The business performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules largely vary depending on which services are provided. Fees charged by Fsc Securities Corporation can be comprised of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1800 S. Reserve Street Suite B
Missoula, MT 59801

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Fsc Securities Corporation Brokerage Details

Total Assets Under Management

$8,699,257,548

MT Average: $3,570,121,308
Total Number of Employees

1,529

MT Average: 58
Total Number of Accounts

36,879

MT Average: 1,608
Average Account Size

$235,886

MT Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Charles Beagle Work History

Charles has 10 years of experience.

2013 - Present (8 years)

Fsc Securities Corporationm

2010 - 2013 (3 years)

Sii Investments, Inc

Disclosures

Charles Beagle has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fsc Securities Corporation

Dennis Bohm
Raleigh, NC
Caitlin Gilman
Charlotte, NC
Jeffrey Shenkman
Dallas, TX
Ryan Peck
Overland Park, KS
Michael Husak
Northville, MI
Christopher Kemp
San Diego, CA
Bryan Castro
Buffalo, NY
Lindsay Zentner
Dallas, TX

This content was compiled from the SEC and FINRA.

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