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Charles B. Skipper

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CRD#: 2601251
CS

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 Basil Skipper IV, who also goes by Charles B Skipper, Charlie Skipper, was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 1997. Charles had worked at 6 firms and has passed the Series 63, Series 65, Series 7TO, Series 7 and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Charles B Skipper | Charlie Skipper

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

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

March 24, 2020 - December 20, 2024

ACP SECURITIES, LLC

BD
CRD#: 139049
Miami, FL
Past

December 3, 2019 - December 31, 2024

IFB WEALTH MANAGEMENT LLC

RIA
CRD#: 299318
MIAMI, FL
Past

May 7, 2019 - January 31, 2020

INSIGNEO SECURITIES, LLC

BD
CRD#: 29249
MIAMI, FL
Past

February 11, 2019 - June 5, 2019

IFB WEALTH MANAGEMENT LLC

RIA
CRD#: 299318
MIAMI, FL
Past

October 16, 2002 - April 9, 2003

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SURFSIDE, FL
Past

October 15, 2002 - April 9, 2003

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

August 25, 1998 - October 11, 2002

PRUDENTIAL EQUITY GROUP, LLC

RIA
CRD#: 7471
MIAMI, FL
Past

August 21, 1998 - October 11, 2002

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

June 16, 1997 - August 7, 1998

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY

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
RR
Series 63
Date: 7/11/2019
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/10/2018
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/7/2019
General Securities Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 5/11/2015
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/11/2015
Securities Industry Essentials Examination

Current Firm

AS
ACP SECURITIES, LLC
ACP SECURITIES, LLC

CRD#: 139049 / SEC#: , 8-67185

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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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
# of Employees

FINRA licenses (15 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Event4

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

ACP SECURITIES, LLC

CRD#: 139049

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