Charles E. Kibler
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 Eugene Kibler JR, who also goes by Charles Eugene Kibbler Jr, Charles Eugene Kibler, Charlie Kibler, was a registered financial professional .
Charles is a previously registered financial professional and started their career in finance in 1984. Charles had worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 12, 2017 - July 30, 2024
TRUSTMONT ADVISORY GROUP, INC.
October 12, 2017 - July 30, 2024
TRUSTMONT FINANCIAL GROUP, INC.
December 11, 2014 - October 13, 2015
CADARET, GRANT & CO., INC.
December 11, 2014 - October 13, 2015
CADARET, GRANT & CO., INC.
March 13, 2003 - October 9, 2015
PROVIDENT PRIVATE CAPITAL PARTNERS, INC.
March 3, 2003 - October 9, 2015
PROVIDENT WEALTH MANAGEMENT INC
November 18, 1998 - January 21, 2003
METROPOLITAN LIFE INSURANCE COMPANY
November 18, 1998 - January 21, 2003
MSI FINANCIAL SERVICES, INC.
November 27, 1996 - November 25, 1998
METLIFE INVESTORS DISTRIBUTION COMPANY
March 27, 1995 - November 27, 1996
PRUCO SECURITIES, LLC.
March 13, 1992 - March 13, 1995
WALNUT STREET SECURITIES, INC.
September 14, 1984 - February 7, 1991
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
TRUSTMONT ADVISORY GROUP, INC.
CRD#: 106015 / SEC#: 801-30694
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
TRUSTMONT ADVISORY GROUP, INC.
CRD#: 106015 / SEC#: 801-30694
Contact information
SEC notice filing (27 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,387 |
| AUM (Assets Under Management) | $ 1,126,006,619 |
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.
