LICENSES AND CERTIFICATIONS
Series 7 and 63 Registrations held through LPL Financial (DC, GA, NC, NY, and VA)
Chartered Financial Consultant® (ChFC®)
Chartered Life Underwriter® (CLU®)
PROFESSIONAL EDUCATION AND TRAINING
Bachelor of Arts, Winston-Salem State University (1971)
Master of Social Work, University of Michigan (1974)
Charles began his financial services career with Prudential Financial in 1980. He was affiliated with First Union Bank and then Jefferson Pilot Securities before joining LPL Financial and The Main Street Group in 2005. His practice focus is retirement planning. He particularly enjoys working with both pre-retirees and retirees to make sense of the many investment options available today and help determine which investment vehicle is right for them.
When Charles is not working, he enjoys woodworking and spending time with his wife, his two adult children, and especially his grandchildren. He is an active member of Gravel Hill Baptist Church, where he serves on various committees. He is also a member of the Oxford Civic Association and is a past vice-chair of the Central Virginia Waste Management Association.
Check the background of investment
professionals associated with this site
on FINRA’s BrokerCheck.