Charles Pelt (CRD# 5750940) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Jackson, GA and has over 14 years of experience in the finance industry.
CRD# 5947069
Edward Jones
CRD# 6368086
Edward Jones
CRD# 4956818
Cape Investment Advisory, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charlie Peit Insurance Agency | Milledgeville, GA | Apr 2024 - Current | < 1 |
| State Farm Investment Management Corp | Milledgeville, GA | Apr 2024 - Current | < 1 |
| State Farm Vp Management Corp | Milledgeville, GA | Apr 2024 - Current | < 1 |
| State Farm Investment Management Corp | Jackson, GA | Jun 2021 - Current | 2 |
| State Farm Investment Management Corp | Forsyth, GA | Jun 2021 - Current | 2 |
| Charlie Peit Insurance Agency | Forsyth, GA | Jan 2017 - Current | 7 |
| State Farm Vp Management Corp. | Forsyth, GA | Jan 2017 - Current | 7 |
| Charlie Pelt Insurance Agency | Jackson, GA | Sep 2010 - Current | 13 |
| State Farm Vp Management Corp. | Jackson, GA | Sep 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2010 |
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- GA
- SC
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, 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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