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Charles Svoboda

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
107 advisors
Number of Clients
9,157 clients
Average Client Portfolio
$346K average
Assets Under Management
$3.2B

Fee Structure

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Location

27777 Franklin Road, Suite 700, Southfield, MI, 48034

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History

Regulatory 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.

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Other Business ActivitiesSells Insurance

Charles works as an associate advisor at SIS Financial Group, focusing on insurance and annuity sales, inside sales support, operational support, and client service. This takes nearly full-time hours.

Employment History
Current Registrations
Corecap Advisors
July 2024 - Present · 1 yr 7 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Charles Svoboda - Financial Advisor | TrueAdvisor