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FIRM PROFILE
Overview
CHARLES TOWNE SECURITIES, LLC is located at 123 Island Park Drive, Charleston, SC 29492 and was first established at Atlanta, Delaware in 06/06/2014. After operating for 12 years, CHARLES TOWNE SECURITIES, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of CHARLES TOWNE SECURITIES, LLC’s clients are individuals and 0% of their clients are high net worth individuals. CHARLES TOWNE SECURITIES, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CHARLES TOWNE SECURITIES, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access CHARLES TOWNE SECURITIES, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at CHARLES TOWNE SECURITIES, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for CHARLES TOWNE SECURITIES, LLC Comes From
Understanding the Statistics for CHARLES TOWNE SECURITIES, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
123 Island Park Drive, Charleston, SC 29492
123 Island Park Drive, Charleston, SC 29492
Small
(704) 516-1836
Delaware since 06/06/2014
Limited Liability Company
June
FIRM DOCUMENTS
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Advisor's working at CHARLES TOWNE SECURITIES, LLC
Paul Francis Ebert
Michael Otto Sanderson
James Henry Mcgrath IV
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