Charles Zodda (CRD# 5733657) is an Investment Advisor Representative working at Armstrong Advisory Group Inc. in Portsmouth, NH and has over 14 years of experience in the finance industry.
CRD# 4429381
Lpl Financial LLC
CRD# 5324751
Silver Maple Financial, LLC
CRD# 6002683
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Armstrong Advisory Group Inc. | Needham, MA | May 2022 - Current | 2 |
| Securities America Advisors, Inc. | Needham, ME | Feb 2011 - May 2022 | 11 |
| Securities America, Inc. | Needham, MA | Feb 2011 - May 2022 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2010 |
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- MA
- NH
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Total Assets Under Management1,221MILLIONS
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Total Number of Accounts3,684ACCOUNTS
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Average Account Value$331,519
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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