Charles W. Albertson

GATEWAY FINANCIAL GROUP

RICHMOND, VA 23226

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CRD#: 2750925

Professional summary

Charles Wesley Albertson JR, who also goes by Chuck Albertson, is a registered financial advisor currently at GATEWAY FINANCIAL GROUP, INC. located in Richmond, Virginia.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Charles has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chuck Albertson

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Wesley Albertson JR's CRS (Customer Relationship Summary).

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

Current

May 7, 1998 - Present

GATEWAY FINANCIAL GROUP, INC.

Office #1: 1700 Bayberry Court Suite 203, Richmond, VA 23226

RIA

CRD#: 115619

RICHMOND, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(5/7/1998)

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Exams

State Security Law Exam

IAR

Series 65

Date: 5/30/1996

Uniform Investment Adviser Law Examination

Current Firm

GATEWAY FINANCIAL GROUP, INC.

CRD#: 115619 / SEC#:

Virginia

Registered Investment Advisory firm - (4/8/1998 Approved)

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Contact information

Main Address

3310 N. Parham Road, Henrico, VA 23294

Mailing Address

Phone number

(804) 270-7710

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	71
AUM (Assets Under Management)	$ 17,255,344

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.

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Charles W. Albertson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Wesley Albertson JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

GATEWAY FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/30/1996

Current Firm

GATEWAY FINANCIAL GROUP, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GATEWAY FINANCIAL GROUP, INC.

TRUST BUT VERIFY

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