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CS

Charles G. Salisbury

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CRD#: 500884
CS

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 Glen Salisbury, who also goes by Chuck Salisbury, was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 1976. Charles had worked at 14 firms and has passed the Series 63, Series 7 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chuck Salisbury

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 6, 1995 - August 22, 1997

CAMDEN FINANCIAL SERVICES

BD
CRD#: 19925
KELLER, TX
Past

March 31, 1993 - February 1, 1994

PACIFIC SUMMIT SECURITIES

BD
CRD#: 30993
IRVINE, CA
Past

April 8, 1992 - February 17, 1993

L.H. FRIEND, WEINRESS, FRANKSON & PRESSON, LLC

BD
CRD#: 14152
IRVINE, CA
Past

March 27, 1991 - April 1, 1991

HOLFORD SECURITIES (U.S.), INC.

BD
CRD#: 25120
Past

July 16, 1986 - October 31, 1990

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

September 23, 1983 - July 14, 1986

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

August 25, 1983 - September 6, 1983

RAUSCHER PIERCE REFSNES, INC.

BD
CRD#: 6663
Past

July 6, 1982 - August 22, 1983

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

November 7, 1981 - August 12, 1982

MARSHALL AND MEYER BROKERAGE SERVICES, INC.

BD
CRD#: 7254
Past

December 20, 1979 - July 26, 1981

MUNICICORP OF CALIFORNIA

BD
CRD#: 7184
Past

April 10, 1979 - December 9, 1979

HERETH, ORR & JONES, INC.

BD
CRD#: 7210
Past

June 30, 1978 - April 2, 1979

KARSCH & CO., INC.

BD
CRD#: 7553
Past

February 21, 1978 - August 10, 1978

SUTRO & CO. INCORPORATED

BD
CRD#: 801
Past

December 15, 1976 - March 15, 1978

CALIFORNIA MUNICIPAL INVESTORS, INC.

BD
CRD#: 7311

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: 9/24/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 40
Date: 10/24/1978
Registered Principal Examination

Current Firm


CF
CAMDEN FINANCIAL SERVICES
CAMDEN FINANCIAL SERVICES | ROBERT BRUCE AND COMPANY | CAPPELLO GLOBAL LLC | CAMDEN FINANCIAL SERVICES, INC.

CRD#: 19925 / SEC#: , 8-37303

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
4913 Bateman Road, Keller, TX 76244
Mailing Address
4913 Bateman Road, Keller, TX 76244
Phone number
(214) 336-5218
Established
California since 03/14/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (8 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
UCCIFERRI, LOUIEPRESIDENT, FINOP, CHIEF COMPLIANCE OFFICER, AML-CO1156956

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


CAMDEN FINANCIAL SERVICES

CRD#: 19925

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