Charles Jimerson is a registered investment advisor at Sunbelt Securities, based in Dallas, TX, with 38 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,355 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sunbelt Securities offers investment management through its Rep Directed Wrap Fee Program. The annual fee is a percentage of your portfolio, and the exact rate is negotiable. The maximum fee is 2.50% per year, charged monthly. This fee covers account management, brokerage, and clearance. Clients also pay separate annual maintenance fees, custodial fees, and termination fees charged by the custodian (National Financial Services, Fidelity, or Charles Schwab).
Location
Executive Center Two, 8360 LBJ Freeway Suite 100, Dallas, TX, 75243
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Regulatory History (1)
Customer Dispute
June 2022Other Business Activities
Charles operates under the DBA North Texas Advisory Group, offering general financial services through Sunbelt Securities, Inc. He dedicates a few hours per week to this investment-related activity.
Employment History
Current Registrations
Sunbelt Securities
Sunbelt Securities, INC.Broker
Previous Registrations
Wfg Advisors, LP
Wfg Investments, INC.Broker
Williams Financial Group
Prudential Securities IncorporatedBroker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.