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CK

Charles W. Keturakat

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CRD#: 1767581
CK

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 William Keturakat JR, who also goes by Charlie Keturakat Jr, was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 1988. Charles had worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Charlie Keturakat 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.
***HUMANIX CORP. 1997-PRESENT. TEMP SERVICE AGENCY, BOARD MEMBER. NOT INVESTMENT RELATED. 2 HRS/QTR. ***PACIFIC ADVISORS. SELLS DI. NOT INVESTMENT RELATED. ***ADVANCED BUSINESS SOLUTIONS. SELLS MEDICAL INSURANCE AND EMPLOYEE BENEFITS. NOT INVESTMENT RELATED. ***WOLF & ASSOCIATES. LONG TERM CARE BROKER. NOT INVESTMENT RELATED. ***OUTSIDE INSURANCE. 02/2010. SENDS INSURANCE QUOTES, PLACES TERM/UL PRODUCTS THROUGH AGENCY. NOT INVESTMENT RELATED. ***KETURAKAT FINANCIAL GROUP, 04/2006-PRESENT, NOT INVESTMENT RELATED.

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

January 23, 2014 - November 29, 2023

TEN CAPITAL WEALTH ADVISORS, LLC

RIA
CRD#: 159802
SPOKANE, WA
Past

May 19, 2000 - January 22, 2014

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
SPOKANE, WA
Past

May 10, 1990 - January 22, 2014

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
SPOKANE, WA
Past

January 22, 1990 - April 9, 1990

DATAPLAN SECURITIES, INC.

BD
CRD#: 16813
Past

December 15, 1988 - January 27, 1990

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. PAUL, MN
Past

January 20, 1988 - October 13, 1988

DILLON SECURITIES, INC.

BD
CRD#: 10660

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
IAR
Series 65
Date: 12/6/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


TC
TEN CAPITAL WEALTH ADVISORS, LLC
TEN CAPITAL INVESTMENT ADVISORS, LLC | TEN CAPITAL WEALTH ADVISORS, LLC

CRD#: 159802 / SEC#: 801-73030

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Contact information


Main Address
835 N. Post Street Suite 102, Spokane, WA 99201
Mailing Address
Phone number
(509) 325-2003
Established
Firm type
Fiscal year end
# of Employees
14

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/14/2023)

Regulatory assets under management


Total Number of Accounts2,351
AUM (Assets Under Management)$ 913,068,185

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


TEN CAPITAL WEALTH ADVISORS, LLC

CRD#: 159802

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Contact information


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