Charles M. Crouch
Professional summary
Charles Martin Crouch Jr, CFP®, who also goes by Charles Martin Crouch Jr, Charles Martin Crouch, Chuck Crouch, is a registered financial advisor currently at CMC WEALTH MANAGEMENT, LLC located in Lexington, South Carolina.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Charles has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Charles Martin Crouch Jr's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2007
Experience
March 5, 2020 - Present
CMC WEALTH MANAGEMENT, LLC
Office #2: 955 E Main Street Ste R, Lexington, SC 29072June 9, 2017 - October 23, 2019
CI DOYLE PRIVATE WEALTH, LLC
January 5, 2016 - February 18, 2017
EMPOWER FINANCIAL SERVICES, INC.
July 25, 2013 - November 23, 2015
BIC DISTRIBUTORS, LLC
April 15, 2013 - March 31, 2014
CATALYST ASSET ADVISORS, LLC
May 31, 2011 - December 31, 2011
SUN LIFE FINANCIAL DISTRIBUTORS, INC.
March 18, 2010 - April 15, 2011
WELLS FARGO CLEARING SERVICES, LLC
March 3, 2010 - April 15, 2011
WELLS FARGO CLEARING SERVICES, LLC
September 2, 2009 - November 13, 2009
DIRECTED SERVICES LLC
February 14, 2006 - November 13, 2009
DIRECTED SERVICES LLC
August 16, 2005 - September 12, 2005
ADVISORS ASSET MANAGEMENT, INC.
July 13, 2001 - August 17, 2005
NATIONWIDE INVESTMENT SERVICES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/5/2020)
Exams
Current Firm
CMC WEALTH MANAGEMENT, LLC
CRD#: 306845 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 30 |
| AUM (Assets Under Management) | $ 4,935,300 |
Red Flags
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