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CHARLES MANUEL BURDETTE
CHAD BURDETTE, CHARLES MANUEL BURDETTE II, CHARLES MANUEL BURDETTE JR
CRD#: 3058804
IA
B
ADVICE AND PLANNING SERVICESCRD#: 20472 170 Meeting Street
Suite 206, 213
Charleston, SC 29401
Suite 206, 213
Charleston, SC 29401
0
Disclosures
23
Years of Experience
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State Registrations
B
Georgia 2/23/2016
B
Pennsylvania 4/26/2024
B
Indiana 4/8/2022
B
Rhode Island 8/22/2018
B
Maine 1/2/2024
B
South Carolina 2/23/2016
B
Massachusetts 2/21/2025
IA
South Carolina 2/23/2016
B
Michigan 8/20/2018
B
Virginia 2/23/2016
B
New Jersey 8/24/2023
B
Washington 9/17/2024
B
New York 8/24/2023
B
Wisconsin 10/2/2024
B
North Carolina 8/20/2018
SRO Registrations
B
View Exams Passed by the individual in the detailed report
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IA
Registered with this firm since 2/23/2016
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Registered with this firm since 2/23/2016
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 01/26/2009 - 10/09/2015 | LYNCHBURG, VA | |
B | 01/27/2009 - 10/09/2015 | LYNCHBURG, VA | |
IA | 08/12/2008 - 12/31/2008 | LYNCHBURG, VA | |
B | 08/11/2008 - 12/31/2008 | LYNCHBURG, VA | |
IA | 03/06/2003 - 01/29/2008 | LYNCHBURG, VA | |
B | 03/06/2003 - 01/29/2008 | LYNCHBURG, VA | |
B | 12/21/2001 - 09/18/2002 | LEAWOOD, KS | |
B | 02/17/2000 - 12/06/2001 | ST. LOUIS, MO | |
B | 09/10/1999 - 01/06/2000 | ST. LOUIS, MO |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.