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Charles C. Ledbetter

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CRD#: 1262617
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Charles Coleman Ledbetter, who also goes by Charlie Ledbetter, was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 1984. Charles had worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Charlie Ledbetter

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 22, 2002 - October 5, 2015

MMC SECURITIES LLC

RIA
CRD#: 103846
DENVER, CO
Past

June 5, 2001 - October 5, 2015

MMC SECURITIES LLC

BD
CRD#: 103846
DENVER, CO
Past

October 31, 1995 - February 7, 2001

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
BOSTON, MA
Past

January 30, 1995 - September 21, 1995

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

May 15, 1990 - November 22, 1994

G. R. PHELPS & CO., INC.

BD
CRD#: 173
Past

November 19, 1989 - May 4, 1990

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

May 29, 1984 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/8/2002
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


MS
MMC SECURITIES LLC
MARSH INSURANCE & INVESTMENTS CORP. | MMC SECURITIES LLC | MMC SECURITIES CORP. | MMC SECURITIES CORP | MMA NEW ENGLAND | MMA - BARNEY AND BARNEY | MIIC INSURANCE SERVICES CORP | MERCER H & B EXECUTIVE BENEFITS | MERCER DC ADVISORS; MMA NEW ENGLAND; MERCER H & B EXEC. BENEFITS | MERCER DC ADVISORS | MARSH INSURANCE AGENCY & INVESTMENTS CORP | MARSH INSURANCE & INVESTMENTS CORPORATION

CRD#: 103846 / SEC#: 801-60515, 8-52349

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
1166 Avenue Of The Americas 31st Floor, New York, NY 10036
Mailing Address
1166 Avenue Of The Americas, New York, NY 10036
Phone number
(212) 345-5000
Established
Delaware since 04/01/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

MMC SECURITIES ADV PART 2A (4/18/2019)

Direct owners and executive officers


NamePositionCRD#
MARSH INSURANCE & INVESTMENTS LLCSOLE MEMBER
BLACKMORE, KIMBERLY LYNNFINOP PRINCIPAL, CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER, DIRECTOR AND TREASURER2219307
HUM, CHI HONGPRESIDENT, ASSISTANT SECRETARY AND DIRECTOR1620728
KEANE, DARREN PETERDEPUTY CCO, DIRECTOR6900143
KUMAR, SHIVCEO AND DIRECTOR3165711
MA, JOHN SUNGPRINCIPAL OPERATIONS OFFICER5858075
WEINSTOCK, JUDITH ANNCCO, DIRECTOR AND SECRETARY8096565

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MMC SECURITIES LLC

CRD#: 103846

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