Charles Cpfa

Charles Cpfa

Financial Advisor
Bloomfield Hills, Michigan, United States

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Work Experience

Michigan Retirement Advisors

Partner

2022-09-01 - Present

LPL Financial

Financial Advisor

2018-07-01 - Present

NYLIFE Securities LLC

Financial Services Professional

2016-12-01 - 2018-07-01

New York Life Insurance Company

Agent

2016-10-01 - 2018-07-01

Media Services

Assistant Production Accountant

2015-04-01 - 2016-01-01

Pass Productions

Freelance Producer / Director

2013-09-01 - 2015-04-01

BBC

Production Assistant

2012-04-01 - 2012-04-01

Skills

independent broker dealer institution services ria independent advisors custom clearing services financial services

Languages

English