Charles Minnich (CRD# 1991467) is an Investment Advisor Representative working at Foundation Capital Management, LLC in East Norriton, PA and has over 34 years of experience in the finance industry.
CRD# 1272342
Lpl Financial LLC
CRD# 2432429
Avantax Advisory Services
CRD# 2629855
Investment Management & Planning LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Norristown, PA | Sep 2020 - Current | 3 |
| Foundation Capital Management, Inc. | Norristown, PA | Oct 1993 - Current | 30 |
| The Marshall Financial Group LLC | Hunt Valley, MD | Nov 2019 - Oct 2020 | < 1 |
| Securities Service Network, Inc. | Norristown, PA | Jan 2007 - Sep 2020 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1989 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1999 |
- PA
-
Total Assets Under Management134MILLIONS
-
Total Number of Accounts365ACCOUNTS
-
Average Account Value$368,277
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
PA
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