CM
Charles Mahaffey
from Franklin Street Advisors Inc.
Charles Mahaffey is a financial advisor based in North Carolina, Chapel Hill,
with 16 years of experience. Charles currently works for
Franklin Street Advisors Inc..
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 Mahaffey works at Franklin Street Advisors Inc.
Franklin Street Advisors Inc. is a financial advisory firm based in Chapel Hill, North Carolina. It currently has approximately $3,039,682,750 of assets under management and employs about 37 people. Franklin Street Advisors Inc. uses a fee structure of a percentage of assets under your management, fixed fees and security recommendations.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management, fixed fees and security recommendations
Office location
1450 Raleigh Road, Suite 300, Chapel Hill, North Carolina, 27517
Advisor can help with
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