CB
Charles Best
from Capital Ideas
Charles Best is a financial advisor based in Texas, Dallas,
with 33 years of experience. Charles currently works for
Capital Ideas.
Charles maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Charles Best works at Capital Ideas
Capital Ideas is a financial advisory firm based in Dallas, Texas. It currently has approximately $229,584,446 of assets under management and employs about 4 people. Capital Ideas uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
5 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
12720 Hillcrest Rd, Suite 910, Dallas, Texas, 75230
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