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Charles R. Nourie

Some features on this profile are disabled
CRD#: 349582
CN

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 Ray Nourie was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 1969. Charles had worked at 9 firms and has passed the Series 63, Series 15, Series 7, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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)

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

July 1, 2008 - June 7, 2012

FINANCIAL LIFE ADVISORS

RIA
CRD#: 114152
SAN ANTONIO, TX
Past

December 5, 1996 - December 31, 2008

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA
CRD#: 20804
SAN ANTONIO, TX
Past

December 5, 1996 - December 31, 2009

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
SAN ANTONIO, TX
Past

May 25, 1994 - December 10, 1996

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. PAUL, MN
Past

April 16, 1988 - May 25, 1994

G. R. PHELPS & CO., INC.

BD
CRD#: 173
Past

September 18, 1984 - March 31, 1988

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
Past

July 17, 1981 - July 16, 1984

ROTAN MOSLE INC.

BD
CRD#: 727
Past

March 31, 1978 - August 28, 1986

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960
Past

November 10, 1977 - September 3, 1987

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
Past

December 9, 1969 - December 16, 1977

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960
Past

August 12, 1969 - December 16, 1977

ALLMERICA FINANCIAL LIFE INSURANCE AND ANNUITY COMPANY

BD
CRD#: 43

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: 8/20/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 15
Date: 6/19/1985
Foreign Currency Options Examination
General Industry/Product Exam
RR
Series 7
Date: 7/18/1981
General Securities Representative Examination
General Industry/Product Exam
RR
Series 1
Date: 8/6/1969
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/22/1993
General Securities Principal Examination

Current Firm

FL
FINANCIAL LIFE ADVISORS
CROSS FINANCIAL SERVICES CORPORATION | FINANCIAL LIFE ADVISORS

CRD#: 114152 / SEC#: 801-67917

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Contact information

Main Address
14607 San Pedro Suite 190, San Antonio, TX 78232
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

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

FINANCIAL LIFE ADVISORS

CRD#: 114152

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