Charles Rosen, financial advisor Prosper TX

Charles Rosen

CPR Financial & Insurance Services, Inc.

CRD Number: 4589137
Current Firm: Cpr Financial & Insurance Services, Inc.
Compensation Model: Fee Only
Charles Rosen (CRD# 4589137) is an Investment Advisor Representative working at Cpr Financial & Insurance Services, Inc. in Frisco, TX and has over 13 years of experience in the finance industry.
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Company Name Location Dates Years
Fort Worth - Nabip Witchita Falls, TX Jul 2023 - Current < 1
Oneadvisory Frisco, TX Jan 2023 - Current 1
Cpr Financial & Insurance Services, Inc. Frisco, TX Nov 2014 - Current 9
Cpr Insurance & Financial Services Altadena, CA Jun 2001 - Current 23
Cpr Financial Services, Inc. Simi Valley, CA Dec 2007 - Dec 2014 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S65 NASAA Investment Advisors Law Examination Dec 2004
Disclosure Information

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
Contact Info for Charles P. Rosen
Phone Number: 877-431-6997
Advisor Website: http://www.cprfinancial.net
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    31
    MILLIONS
  • Total Number of Accounts
    485
    ACCOUNTS
  • Average Account Value
    $64,240
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, TX

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Data verified by both the advisor and the public regulatory data.

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