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Charles L. Peeler

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CRD#: 602603
CP

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 Lee Peeler JR, who also goes by Charles Lee (jr) Peeler, Charlie Peeler Jr, was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 1976. Charles had worked at 9 firms and has passed the Series 63, SIE, Series 7 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Charles Lee (jr) Peeler | Charlie Peeler Jr

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

April 28, 2003 - December 4, 2015

BRAYMEN, LAMBERT AND NOEL SECURITIES, LTD.

BD
CRD#: 124902
SAN SABA, TX
Past

December 5, 2000 - April 30, 2003

PRESIDIO FINANCIAL SERVICES, INC.

BD
CRD#: 10010
SAN ANTONIO, TX
Past

October 25, 1995 - October 5, 2000

FRONTIER SECURITIES, INC.

BD
CRD#: 38854
DALLAS, TX
Past

March 2, 1988 - August 16, 1995

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

February 14, 1983 - February 9, 1988

RAUSCHER PIERCE REFSNES, INC.

BD
CRD#: 6663
Past

September 17, 1982 - February 2, 1983

WALL STREET WEST, INC.

BD
CRD#: 7529
Past

January 23, 1979 - April 26, 1982

RAUSCHER PIERCE REFSNES, INC.

BD
CRD#: 6663
Past

February 24, 1978 - January 18, 1979

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

May 2, 1977 - February 24, 1978

DEAN WITTER & CO. INCORPORATED

BD
CRD#: 6466
Past

September 1, 1976 - June 28, 1977

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BD
CRD#: 640

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: 3/4/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 8/23/1965
Registered Representative Examination

Current Firm


BL
BRAYMEN, LAMBERT AND NOEL SECURITIES, LTD.
BRAYMEN LAMBERT AND NOEL INVESTMENT MANAGEMENT | BRAYMEN, LAMBERT AND NOEL SECURITIES, LTD. | BRAYMEN, LAMBERT AND NOEL INVESTMENT MANAGEMENT

CRD#: 124902 / SEC#: 801-63079, 8-65737

BD
Cancelled by SEC on 10/26/2016
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Contact information


Main Address
166 Schreiner Pl, San Antonio, TX 78212
Mailing Address
Phone number
Established
Texas since 12/09/2002
Firm type
Partnership
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
BRAYMEN, SHANNONCEO/CFO/CCO/LIMITED PARTNER2099783

Disclosures


Regulatory Event1

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


BRAYMEN, LAMBERT AND NOEL SECURITIES, LTD.

CRD#: 124902

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