Charles
Smith
Osaic Institutions, Inc
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About this Advisor
Charles Smith is a financial advisor based in Fletcher, North Carolina, working with Osaic Institutions, Inc. Charles has previously held positions at Bb&T Securities LLC, Suntrust Investment Services, Inc, Suntrust Advisory Services, Inc, Suntrust Investments, Bb&T Securities, Fifth Third Bank, Fifth Third Securities, Osaic Institutions, Inc, and First Bancorp. Charles has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Charles is part of Osaic Institutions, Inc, which operates out of Fletcher, North Carolina. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Institutions, Inc Brokerage Details
$3,626,644,800
722
8,478
$427,771
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Charles Smith Work History
Osaic Institutions, Inc
First Bancorp
Fifth Third Bank
Fifth Third Securities
Suntrust Investment Services, Inc
Suntrust Advisory Services, Inc
Suntrust Investments
Bb&T Securities LLC
Bb&T Securities
Disclosures
Please visit the SEC profile of Charles Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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