CD
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
74 advisors
Number of Clients
41 clients
Average Client Portfolio
$710.6M average
Assets Under Management
$29.1B
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Advisor Information
Office location
303 Broadway, Suite 1100, Cincinnati, OH, 45202-4203
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Charles creates audio/video content for Western Southern Financial Group and owns rental property, dedicating minimal time to each. He also provides business-to-business marketing and solicitation activities regarding Separately Managed Accounts and Model Portfolio Delivery options, spending a few hours per week during trading hours.
Employment History
Current Registrations
Touchstone Advisors INC
May 2016 - Present · 9 yrs 8 mos
Touchstone Securities, INC.
November 2001 - Present · 24 yrs 2 mos
Touchstone Securities, INC.Broker
November 2001 - Present · 24 yrs 2 mos
Previous Registrations
Touchstone Advisors INC
December 2005 - December 2014 · 9 yrs
Edward Jones Broker
March 1999 - June 2001 · 2 yrs 3 mos
State Registrations27 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.