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Charles Basil Skipper Iv

CRD# 2601251·Registered 1997 - 2024
Previously Registered: Being a previously registered professional could mean that Charles 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.

Professional Summary

Charles Basil Skipper IV, who also goes by Charles B Skipper, Charlie Skipper, was a registered financial advisor. Charles was a previously registered financial professional and started their career in finance 1997 - 2024. Charles had worked at 6 firms and has passed the Series 63, Series 65, Series 7TO, Series 7 and SIE exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Charles B Skipper, Charlie Skipper

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

17 years in the financial services industry

Current & Past Employments

ACP SECURITIES, LLC·CRD# 139049
BD
Miami, FL
March 24, 2020 - December 20, 2024
IFB WEALTH MANAGEMENT LLC·CRD# 299318
RIA
Miami, FL
December 3, 2019 - December 31, 2024
INSIGNEO SECURITIES, LLC·CRD# 29249
BD
Miami, FL
May 7, 2019 - January 31, 2020
IFB WEALTH MANAGEMENT LLC·CRD# 299318
RIA
Miami, FL
February 11, 2019 - June 5, 2019
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
Surfside, FL
October 16, 2002 - April 9, 2003
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
St. Louis, MO
October 15, 2002 - April 9, 2003
PRUDENTIAL EQUITY GROUP, LLC·CRD# 7471
RIA
Miami, FL
August 25, 1998 - October 11, 2002
PRUDENTIAL EQUITY GROUP, LLC·CRD# 7471
BD
New York, NY
August 21, 1998 - October 11, 2002
DEUTSCHE BANK SECURITIES INC.·CRD# 2525
BD
New York, NY
June 16, 1997 - August 7, 1998

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Current Firm

AS
ACP SECURITIES, LLC

ACP SECURITIES, LLC

CRD#: 139049 / SEC#: 8-67185
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

1200 Brickell Avenue Suite 1700, Miami, FL 33131

Mailing Address

1200 Brickell Avenue Suite 1700, Miami, FL 33131

Phone Number

(305) 670-4180

Established

Florida since 11/04/2005

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (16 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ACP CAPITAL HOLDINGS, LLCSHAREHOLDER—
ANDREWS, MICHAEL ALANCHIEF COMPLIANCE OFFICER6227932
ENDERE, ESTEBANCHIEF EXECUTIVE OFFICER4708937
GILMAN, ROBERT CRAIGFINOP1738412

Disclosures

Regulatory Event

4

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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.

IFB Wealth Management, LLC, investment adviser, 777 SW 37th Avenue, 6th Floor, Miami, FL 33135, as Investment Advisor in offering managed portfolios, spends approx. 100 hrs/monthly. PCS International Realty, LLC. part owner of real estate property management which buys and rents real estate property, acts only in the accounting aspect, spends approx. 4 hrs/monthly.Treasurer of IFB, the bank, managing liquidity and interest rate risk since 12/2008 and spends approx. 20 hrs/monthly. IFB Insurance Services LLC , Treasurer, non-investment related, Miami, Florida, 0 hours per week

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2019About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2018About the Series 65 exam

Series 7TO — General Securities Representative Examination

Passed May 2019About the Series 7TO exam

Series 7 — General Securities Representative Examination

Passed May 2015About the Series 7 exam

SIE — Securities Industry Essentials Examination

Passed May 2015About the SIE exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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