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Charles H. Bennett

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CRD#: 1300444
CB

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 Henry Bennett JR, who also goes by Charles H Jr Bennett, Chuck Bennett Jr, was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 1984. Charles had worked at 7 firms and has passed the Series 63, Series 7, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Charles H Jr Bennett | Chuck Bennett Jr

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

August 7, 2001 - July 10, 2002

ACUMENT SECURITIES, INC.

BD
CRD#: 7661
SAN FRANCISCO, CA
Past

October 26, 1999 - August 14, 2001

INTREPID SECURITIES, INC.

BD
CRD#: 19311
TORRANCE, CA
Past

May 18, 1998 - October 29, 1999

PROVIDENTIAL SECURITIES, INC.

BD
CRD#: 31189
FOUNTAIN VALLEY, CA
Past

September 22, 1994 - December 23, 1997

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

October 31, 1988 - August 24, 1994

AMERICAN CAPITAL CORPORATION

BD
CRD#: 16124
VALLEY FORGE, PA
Past

May 21, 1985 - November 3, 1988

ROBINSON & ROBINSON, INC.

BD
CRD#: 3199
Past

October 26, 1984 - May 13, 1985

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

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
Series 63
Date: 9/5/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AS
ACUMENT SECURITIES, INC.
ACUMENT SECURITIES, INC. | THOMAS F. WHITE & CO., INCORPORATED

CRD#: 7661 / SEC#: , 8-22999

BD
Terminated by SEC on 02/18/2003
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 06/20/1978
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ACUMENT HOLDING COMPANY, INC.HOLDING COMPANY
ANGLE, ROBERT THOMSONSTOCKHOLDER/CEO
BOLGATZ, MICHAEL GLENNCHIEF LEGAL OFFICER / SECRETARY1868497
CUELLO, MARYANN NARANJACFO2680985
SOUCIE, THOMAS ROYEXECUTIVE VICE PRESIDENT1275689
WHITE, THOMAS FRANKSTOCKHOLDER

Disclosures


Regulatory Event16
Arbitration12

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


ACUMENT SECURITIES, INC.

CRD#: 7661

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