Charles Truhlar is a CFP, ChFC-designated registered investment advisor, based in Fountain Hills, AZ, with 15 years of industry experience.
Location
16930 East Palisades Blvd., Suite 125, Fountain Hills, AZ, 85268
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Regulatory History
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 ActivitiesSells Insurance
Charles is the Chief Distribution Officer at Brokers Alliance, Inc., an insurance marketing firm, dedicating nearly full-time hours. He is also the Chief Compliance Officer at Acrylic Financial, Inc., a registered investment advisor, and a licensed insurance agent selling life insurance and annuity products, spending about a quarter of his time on each.
Employment History
Current Registrations
Brooklight Place Securities, INC.
Brooklight Place Securities, INC.Broker
Acrylic Financial, INC.
Previous Registrations
Interactive Financial Advisors
Gebhardt Group, INC
New England Securities Corporation
New England SecuritiesBroker
Country Trust Bank
Country Capital Management CompanyBroker
State Registrations51 states
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