Justene Charlesworth (CRD# 7560692) is an Investment Advisor Representative working at Avantax Advisory Services in Valparaiso, IN and has 1 year of experience in the finance industry.
CRD# 4849315
Captrust
CRD# 5046093
Avertrust Wealth LLC
CRD# 1623480
Oneamerica Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Spenga | Valparaiso, IN | Feb 2024 - Current | < 1 |
| Avantax Investment Services Inc. | Valparaiso, IN | Jul 2022 - Current | 1 |
| Avantax Advisory Services | Valparaiso, IN | Jul 2022 - Current | 1 |
| Charlesworth Financial Services | Valparaiso, IN | May 2022 - Current | 2 |
| University Of St Francis-joilet | Joilet, IL | Aug 2018 - Current | 5 |
| J-mart Inc. | Wanatah, IN | May 2014 - Current | 10 |
| Cordano Severson & Associates | Crest Hill, IL | Oct 2020 - Apr 2022 | 1 |
| Lacrosse High School | Lacrosse, IN | Aug 2014 - May 2018 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- IN
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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