Charles
Gholami
Tcg Advisors, LLC A Hub International Company
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About this Advisor
Charles Gholami is a financial advisor based in Austin, Texas, working with Tcg Advisors, LLC A Hub International Company. Charles has previously held positions at Tom Johnson Investment Management, First United Bank, Infosync Services, Freestyle Creative, Champs Sports, Braum'S, University Of Oklahoma, Full Sail Capital, Tcg Advisors, LLC A Hub International Company, and Hub International. Charles has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Charles is part of Tcg Advisors, LLC A Hub International Company, which operates out of Austin, Texas. The firm has 26 offices and 50 employees. The firm manages assets totaling $7.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Tcg Advisors, LLC A Hub International Company includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
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Fee Structure
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Tcg Advisors, LLC A Hub International Company Brokerage Details
$7,320,554,466
50
2,202
$3,324,502
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Charles Gholami Work History
Tcg Advisors, LLC A Hub International Company
Hub International
Full Sail Capital
Tom Johnson Investment Management
First United Bank
University Of Oklahoma
Infosync Services
Freestyle Creative
Champs Sports
Braum'S
University Of Oklahoma
Disclosures
Please visit the SEC profile of Charles Gholami 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 Tcg Advisors, LLC A Hub International Company
Naples, FL
Austin, TX
Bethesda, MD
Sharon, MA
Austin, TX
Austin, TX
Austin, TX
San Antonio, TX
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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