Charles Best
from Capital Ideas
Charles Best is a financial advisor based in Texas, Dallas, with 34 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.
- 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
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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