Charles J. Kinnison
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 Joseph Kinnison, who also goes by Charles J Kinnison, was a registered financial professional .
Charles is a previously registered financial professional and started their career in finance in 1988. Charles had worked at 13 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 11, 2019 - November 20, 2024
ARCHER INVESTMENT CORPORATION
May 18, 2018 - September 20, 2019
AVANTAX ADVISORY SERVICES
May 17, 2018 - September 20, 2019
AVANTAX INVESTMENT SERVICES, INC.
October 31, 2016 - May 21, 2018
FORESTERS EQUITY SERVICES, INC.
October 31, 2016 - May 21, 2018
FORESTERS EQUITY SERVICES, INC.
January 16, 2015 - October 28, 2016
AVANTAX ADVISORY SERVICES
January 16, 2015 - October 28, 2016
AVANTAX INVESTMENT SERVICES, INC.
March 16, 2010 - January 7, 2015
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC
March 16, 2010 - January 7, 2015
J.P. TURNER & COMPANY, L.L.C.
December 22, 2008 - December 31, 2009
FINANCIAL ADVISERS OF AMERICA, LLC
December 22, 2008 - December 31, 2009
FINANCIAL ADVISERS OF AMERICA, LLC
October 27, 2006 - December 18, 2008
EPLANNING SECURITIES, INC.
October 19, 2006 - December 18, 2008
EPLANNING ADVISORS INC
July 8, 1997 - October 31, 2005
PENSION PLANNERS SECURITIES, INC.
September 30, 1994 - October 31, 2005
PENSION PLANNERS SECURITIES, INC.
January 1, 1994 - September 19, 1994
OSAIC WEALTH, INC.
July 23, 1991 - January 1, 1994
CYPRESS CAPITAL CORPORATION
July 20, 1988 - July 17, 1991
LFG SECURITIES, INC.
Primary Firm SEC Registration
ARCHER INVESTMENT CORPORATION
CRD#: 136403 / SEC#: 801-64607
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
ARCHER INVESTMENT CORPORATION
CRD#: 136403 / SEC#: 801-64607
Contact information
SEC notice filing (40 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,640 |
| AUM (Assets Under Management) | $ 900,511,000 |
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.
