Charles L. Bennett
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 L Bennett, who also goes by Charlie Bennett, was a registered financial professional .
Charles is a previously registered financial professional and started their career in finance in 2013. Charles had worked at 3 firms and has passed the Series 65, Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 22, 2024 - February 4, 2026
INFLECTION ADVISORS
October 5, 2023 - June 3, 2024
HARRY LICURSI TAX & RETIREMENT PLANNING
November 1, 2013 - March 4, 2016
PLANMEMBER SECURITIES CORPORATION
June 25, 2013 - March 4, 2016
PLANMEMBER SECURITIES CORPORATION
State Registrations and Notice Filings
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Exams
Current Firm
INFLECTION ADVISORS
CRD#: 288602 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 419 |
| AUM (Assets Under Management) | $ 61,804,758 |
Red Flags
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