Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Investment products and services are offered through Wells Fargo Advisors. Products and services listed may not be available, or may have restrictions, depending on client country of residence. Securities-related services may not be provided to individuals residing in any state not listed above.įor parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY). Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested.Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate.Not Insured by the FDIC or Any Federal Government Agency.This rating is not related to the quality of the investment advice based solely on the disclosed criteria.
Self-completed survey was used for rating. Investment performance is not a criterion. *The Forbes Best-In State Wealth Advisors and Forbes Top Wealth Management Teams rating algorithms are based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. They have been married for 39 years and are the proud parents of four children and 6 grandchildren. After returning home, he married his college sweetheart, Kathy. In 1982, Charles served as a full-time service missionary in Mexico and Puerto Rico. He is a founding member of the Thousand Oaks Civic Arts Plaza, the Davis Arts Council and the Hale Center Theatre. Charles currently serves as a youth counselor in his local community and is involved with various charitable organizations. While attending BYU, he was a member of the Cougar’s football and baseball teams. Everest Capital Private Wealth Management Group was awarded #40 of the 2022 Forbes Top Wealth Management Teams.Ĭharles graduated from the Marriott School of Business at Brigham Young University.
Through his work, Charles has been named on the 2022 Forbes Best-In-State* Wealth Advisors List.
Charles was honored as one of the youngest Chairman’s Council advisors during his tenure at PaineWebber Incorporated. From 2000 to 2009 Charles advised clients as a Managing Director at Wachovia Securities a predecessor firm of Wells Fargo Advisors where he was selected to the National Financial Advisory council. Bank of America Merrill Lynch selected Charles and the Parry Private Wealth group as their exclusive Employee Financial Services team in the north Los Angeles area.
Prior to joining to Wells Fargo Advisors in 2019, he received the prestigious Managing Director title with Merrill Lynch. Charles has been providing Investment Advisory and Private Wealth Services to High-Net-Worth Individuals, Families, and Endowments for 35 years.
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