Charles B. Atwill
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 Bailey Atwill II, CFP®, who also goes by Charlie Atwill, was a registered financial professional .
Charles is a previously registered financial professional and started their career in finance in 1995. Charles had worked at 4 firms and has passed the Series 65, Series 63, Series 7 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
Start date: 2004
Experience
December 2, 2019 - August 6, 2025
AFCG, LLC
January 1, 2011 - December 31, 2018
AFCG, LLC
December 21, 2005 - December 31, 2010
AFCG, LLC
September 18, 1998 - November 21, 2005
ADVEST, INC.
May 12, 1998 - November 21, 2005
ADVEST, INC.
August 13, 1997 - December 31, 1997
BANCWEST INVESTMENT SERVICES, INC.
February 13, 1995 - April 29, 1997
FORTH FINANCIAL SECURITIES, CORPORATION
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
AFCG, LLC
CRD#: 138441 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 90 |
| AUM (Assets Under Management) | $ 16,748,113 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
