CT
Charles A. Truhlar
ACRYLIC FINANCIAL
Fountain Hills, AZ 85268
Some features on this profile are disabled
CRD#: 4533534
CT
Professional summary
Charles Anthony Truhlar, AIF®, CFP®, ChFC® is a registered financial advisor currently at ACRYLIC FINANCIAL, INC. located in Fountain Hills, Arizona and BROOKLIGHT PLACE SECURITIES, INC. located in Fountain Hills, Arizona.
Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Charles has worked at 7 firms and has passed the Series 63, Series 52TO, Series 7TO, Series 7, Series 6, Series 28, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1) NAME OF BUSINESS: BROKERS ALLIANCE, INC.; NATURE OF BUSINESS: INSURANCE MARKETING; LOCATION: 16930 E PALISADES BLVD., FOUNTAIN HILLS, AZ 85268; TITLE: CHIEF DISTRIBUTION OFFICER; START DATE: 08/2014; APPROXIMATE NUMBER OF HOURS PER MONTH: 200; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 8. RESPONSIBLE FOR OVERSEEING THE DISTRIBUTION OF INSURANCE PRODUCTS TO INDEPENDENT INSURANCE AGENTS. 2) NAME OF BUSINESS: ACRYLIC FINANCIAL, INC.; NATURE OF BUSINESS: REGISTERED INVESTMENT ADVSIOR; LOCATION: 16930 E PALISADES BLVD., FOUNTAIN HILLS, AZ 85268; TITLE: CHIEF COMPLIANCE OFFICER; START DATE: 05/2017; APPROXIMATE NUMBER OF HOURS PER MONTH: 40; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 2. 3) NATURE OF BUSINESS: LIFE INSURANCE SERVICING AND SALES; INSURANCE SALES; LOCATION: 16930 E PALISADES BLVD., FOUNTAIN HILLS, AZ 85268; TITLE: LICENSED INSURANCE AGENT; START DATE: 01/2000; APPROXIMATE NUMBER OF HOURS PER MONTH: 40; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 2. SERVICING AND SALES OF LIFE INSURANCE AND ANNUITY PRODUCTS.
CRS (Client Relationship Summary) - RIA
Click below to view Charles Anthony Truhlar'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®
CFP®
Start date: 2005
Experience
Current
May 12, 2017 - Present
ACRYLIC FINANCIAL, INC.
Office #1: 16930 East Palisades Blvd. Suite 100-c, Fountain Hills, AZ 85268RIA
CRD#: 288263
Fountain Hills, AZ
Current
December 26, 2018 - Present
BROOKLIGHT PLACE SECURITIES, INC.
Office #1: 16930 E. Palisades Blvd Suite 100-d, Fountain Hills, AZ 85268BD
CRD#: 15764
Fountain Hills, AZ
Past
March 9, 2017 - December 10, 2018
INTERACTIVE FINANCIAL ADVISORS
RIA
CRD#: 125117
FOUNTAIN HILLS, AZ
Past
March 6, 2017 - December 3, 2018
GEBHARDT GROUP, INC
RIA
CRD#: 142903
Fountain Hills, AZ
Past
March 11, 2008 - April 26, 2010
NEW ENGLAND SECURITIES
RIA
CRD#: 615
MATTOON, IL
Past
February 28, 2008 - April 26, 2010
NEW ENGLAND SECURITIES
BD
CRD#: 615
MATTOON, IL
Past
April 25, 2005 - October 13, 2006
COUNTRY TRUST BANK
RIA
CRD#: 109487
MATTOON, IL
Past
June 21, 2002 - October 13, 2006
COUNTRY CAPITAL MANAGEMENT COMPANY
BD
CRD#: 12060
MATTOON, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AF
ACRYLIC FINANCIAL, INC.
ACRYLIC FINANCIAL, INC. | CORNERSTONE FINANCIAL GROUP | BROKERS ALLIANCE INVESTMENTS, INC.
CRD#: 288263 / SEC#: 801-123623
RIA
Registered Investment Advisory firm - (4/6/2022 Approved)Arizona
Registered Investment Advisory firm - (4/14/2022 Terminated)California
Registered Investment Advisory firm - (5/14/2022 Terminated)Colorado
Registered Investment Advisory firm - (4/15/2022 Terminated)Florida
Registered Investment Advisory firm - (4/14/2022 Terminated)Illinois
Registered Investment Advisory firm - (4/14/2022 Terminated)Kansas
Registered Investment Advisory firm - (4/14/2022 Terminated)Maryland
Registered Investment Advisory firm - (4/21/2022 Terminated)Massachusetts
Registered Investment Advisory firm - (4/14/2022 Terminated)Michigan
Registered Investment Advisory firm - (4/20/2022 Terminated)Nebraska
Registered Investment Advisory firm - (4/14/2022 Terminated)North Dakota
Registered Investment Advisory firm - (4/14/2022 Terminated)Oklahoma
Registered Investment Advisory firm - (4/14/2022 Terminated)Texas
Registered Investment Advisory firm - (4/14/2022 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/22/2019)
RR
Alaska(1/22/2019)
IAR
Arizona(5/12/2017)
RR
Arizona(1/24/2019)
RR
Arkansas(1/22/2019)
RR
California(1/22/2019)
IAR
California(4/25/2019)
RR
Colorado(1/22/2019)
RR
Connecticut(1/22/2019)
RR
Delaware(1/22/2019)
RR
District of Columbia(1/22/2019)
RR
Florida(1/22/2019)
IAR
Florida(3/18/2020)
RR
Georgia(1/22/2019)
RR
Hawaii(1/22/2019)
RR
Idaho(1/22/2019)
RR
Illinois(2/8/2019)
IAR
Illinois(3/13/2019)
RR
Indiana(1/22/2019)
RR
Iowa(1/22/2019)
RR
Kansas(1/22/2019)
RR
Kentucky(1/22/2019)
RR
Louisiana(1/22/2019)
RR
Maine(1/22/2019)
RR
Maryland(1/22/2019)
IAR
Maryland(12/17/2020)
RR
Massachusetts(1/22/2019)
IAR
Massachusetts(2/10/2021)
RR
Michigan(1/22/2019)
RR
Minnesota(1/22/2019)
RR
Mississippi(1/22/2019)
RR
Missouri(1/22/2019)
RR
Montana(1/22/2019)
RR
Nebraska(1/22/2019)
IAR
Nebraska(6/11/2020)
RR
Nevada(1/22/2019)
RR
New Hampshire(1/22/2019)
RR
New Jersey(1/22/2019)
RR
New Mexico(1/22/2019)
RR
New York(1/22/2019)
RR
North Carolina(1/22/2019)
RR
North Dakota(1/22/2019)
RR
Ohio(1/22/2019)
RR
Oklahoma(1/22/2019)
RR
Oregon(1/22/2019)
RR
Pennsylvania(1/22/2019)
RR
Rhode Island(1/22/2019)
RR
South Carolina(1/22/2019)
RR
South Dakota(1/22/2019)
RR
Tennessee(1/22/2019)
RR
Texas(1/22/2019)
IAR
Texas(5/13/2019)
RR
Utah(1/22/2019)
RR
Vermont(1/22/2019)
RR
Virginia(1/22/2019)
RR
Washington(1/22/2019)
RR
West Virginia(1/22/2019)
RR
Wisconsin(1/22/2019)
RR
Wyoming(1/22/2019)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 2/27/2021
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 7TO
Date: 12/20/2018
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 28
Date: 12/23/2024
Introducing Broker/Dealer Financial Operations Principal ExaminationPrincipal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
AF
ACRYLIC FINANCIAL, INC.
ACRYLIC FINANCIAL, INC. | CORNERSTONE FINANCIAL GROUP | BROKERS ALLIANCE INVESTMENTS, INC.
CRD#: 288263 / SEC#: 801-123623
RIA
Registered Investment Advisory firm - (4/6/2022 Approved)Arizona
Registered Investment Advisory firm - (4/14/2022 Terminated)California
Registered Investment Advisory firm - (5/14/2022 Terminated)Colorado
Registered Investment Advisory firm - (4/15/2022 Terminated)Florida
Registered Investment Advisory firm - (4/14/2022 Terminated)Illinois
Registered Investment Advisory firm - (4/14/2022 Terminated)Kansas
Registered Investment Advisory firm - (4/14/2022 Terminated)Maryland
Registered Investment Advisory firm - (4/21/2022 Terminated)Massachusetts
Registered Investment Advisory firm - (4/14/2022 Terminated)Michigan
Registered Investment Advisory firm - (4/20/2022 Terminated)Nebraska
Registered Investment Advisory firm - (4/14/2022 Terminated)North Dakota
Registered Investment Advisory firm - (4/14/2022 Terminated)Oklahoma
Registered Investment Advisory firm - (4/14/2022 Terminated)Texas
Registered Investment Advisory firm - (4/14/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
16930 East Palisades Blvd. Suite 100-c, Fountain Hills, AZ 85268
Mailing Address
Phone number
(833) 422-7954
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 298 |
| AUM (Assets Under Management) | $ 58,442,331 |
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.
