Charles Radlauer (CRD# 2895611) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Fort Lauerdale, FL and has over 26 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Sound Income Strategies LLC | Fort Lauderdale, FL | Jan 2023 - Current | 1 |
Sound Income Strategies LLC | Fort Lauderdale, FL | Aug 2018 - Current | 5 |
Insurance Agent | Hollywood, FL | Jun 1997 - Current | 26 |
Kovack Securities, Inc. | Fort Lauderdale, FL | Oct 2021 - Dec 2021 | < 1 |
Star Asset Management | Hollywood, FL | Sep 2002 - Apr 2020 | 17 |
Business Valuation System | Hollywood, FL | Aug 2014 - Dec 2019 | 5 |
Quest Capital Strategies, Inc. | Lake Forest, CA | Sep 2019 - Oct 2019 | < 1 |
Newbridge Securities Corporation | Boca Raton, FL | Nov 2016 - May 2018 | 1 |
Kovack Securities, Inc. | Fort Lauderdale, FL | Dec 2014 - Sep 2015 | < 1 |
Quest Capital Strategies, Inc. | Quest Capital, CA | May 2007 - Dec 2014 | 7 |
Kofsky, Hartman, Weinger Cpa | Hollywood, FL | Aug 2004 - Aug 2014 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
S63 | Uniform Securities State Law Examination | Jun 1997 |
- FL
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Total Assets Under Management2,669MILLIONS
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Total Number of Accounts20,938ACCOUNTS
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Average Account Value$127,465
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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