Charles H. Tune
Professional summary
Charles Henry Tune, who also goes by Charles H Tune, is a registered financial advisor currently at CHT GROUP, INC. located in El Paso, Texas.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Charles has worked at 8 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Charles Henry Tune's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 14, 2019 - Present
CHT GROUP, INC.
March 20, 2013 - December 31, 2018
CHT GROUP, INC.
February 13, 2009 - July 11, 2017
CFO SOLUTIONS LLC
October 8, 2004 - December 31, 2004
XELAN FINANCIAL PLANNING, INC.
October 6, 2004 - October 29, 2009
GREENBOOK INVESTMENT MANAGEMENT, INC.
January 7, 2004 - July 26, 2004
XELAN FINANCIAL PLANNING, INC.
February 12, 2002 - January 30, 2003
XELAN INVESTMENT SERVICES, INC.
November 17, 1999 - September 17, 2001
TRANSAMERICA FINANCIAL ADVISORS, LLC
October 21, 1998 - September 10, 1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
October 21, 1998 - September 10, 1999
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/14/2019)
Exams
Current Firm
CHT GROUP, INC.
CRD#: 161842 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 16 |
| AUM (Assets Under Management) | $ 4,398,578 |
Red Flags
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