How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Charles

ADVISOR PROFILE

1. Fixed Insurance Sales, as of 06/2009, 10% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, InVirtus Wealth Partners, LLC, a private entity established to facilitate securities, investment advisory, and insurance business; as of 03/01/2016, 10% of time spent during business hours, Conducted at branch location; Investment related. 3. Southern Health & Anthem Health, sale of health insurance plans and health savings accounts; as of 06/2009, 0% of time spent during business hours, Conducted at branch location; Not investment related. 4. Part Owner, IWP Office Partners LLC, a private entity established as a real estate holding company for an office building; as of 2018, 0% of time spent during business hours, Conducted at branch location; Investment related. 5. Part Owner, SCF Capital Management, LLC, a private entity established as a real estate holding company for an office building, as of 06/2009, 0% of time spent during business hours, Not conducted at branch location; Investment related. 6. Owner, InVirtus Wealth Partners, LLC; subleasing office space, as of 03/2018; Approximately 0% time spent during securities trading hours per month; Not Conducted at branch location; Investment related.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

GET PROTECTED WITH ADVISORCHECK

At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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Charles Michael Finfgeld

Experience: 38 years / 2 firms

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