Charles Truhlar (CRD# 4533534) is an Investment Advisor Representative working at Acrylic Financial, Inc. in Fountain Hills, AZ and has over 5 years of experience in the finance industry. Charles Truhlar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brooklight Place Securities, Inc. | Fountain Hills, AZ | Oct 2018 - Current | 5 |
| Acrylic Financial, Inc. | Fountain Hills, AZ | May 2017 - Current | 6 |
| Launch Financial, LLC | Fountain Hills, AZ | Aug 2015 - Current | 8 |
| Brokers Alliance | Fountain Hills, AZ | Aug 2014 - Current | 9 |
| Charles Truhlar & Associates | Mattoon, IL | Jan 2008 - Current | 16 |
| Interactive Financial Advisors | Chicago, IL | Mar 2017 - Dec 2018 | 1 |
| Gebhardt Group, Inc. | San Francisco, CA | Feb 2017 - Dec 2018 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2019 |
- AZ
- CA
- FL
- IL
- MD
- MA
- NE
- TX
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Total Assets Under Management84MILLIONS
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Total Number of Accounts463ACCOUNTS
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Average Account Value$181,789
- A percentage of assets under your management
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AZ, CA, FL, GA, HI, IL, KS, MA, MD, MI, ND, NE, NH, OK, TX, UT, VA
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