Charles
Mattingly
Leading Edge Financial Planning LLC
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About this Advisor
Charles Mattingly is a financial advisor based in Knoxville, Tennessee, working with Leading Edge Financial Planning LLC. Charles has previously held positions at Southwest Airlines, Patriot Investment Management Group, and Leading Edge Financial Planning, LLC. Charles has passed the Series 66 regulatory exam and is registered to provide services in Tennessee and Texas. Currently, Charles is part of Leading Edge Financial Planning LLC, which operates out of Knoxville, Tennessee. The firm has 8 offices and 12 employees. The firm manages assets totaling $273.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Leading Edge Financial Planning LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Leading Edge Financial Planning LLC Brokerage Details
$273,667,200
12
1,213
$225,612
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Charles Mattingly Work History
Leading Edge Financial Planning, LLC
Southwest Airlines
Patriot Investment Management Group
Disclosures
Please visit the SEC profile of Charles Mattingly 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 Leading Edge Financial Planning LLC
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
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