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Charles Robert Schwarz

13 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
120 advisors
Number of Clients
12,424 clients
Average Client Portfolio
$438K average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

8925 West Post Road, 2nd Floor, Las Vegas, NV, 89148

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Charles is a part-owner of his spouse's company, but has no day-to-day duties there. He is also an agent for non-variable insurance and an IAR for WCG Wealth Advisors, LLC, spending nearly full-time hours providing investment advisory services.

Employment History
Current Registrations
The Wealth Consulting Group
September 2020 - Present · 5 yrs 5 mos
LPL Financial LLCBroker
September 2012 - Present · 13 yrs 5 mos
Previous Registrations
LPL Financial LLC
February 2020 - December 2020 · 10 mos
State Registrations15 states
ARAZCACOIDILINKSMAMONCNMNVTXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.