CN
Charles Nesmith
from Tobias Financial Advisors
Charles Nesmith is a financial advisor based in Florida, Plantation,
with 13 years of experience. Charles currently works for
Tobias Financial Advisors.
Charles maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S63 (Uniform Securities Agent State 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 Nesmith works at Tobias Financial Advisors
Tobias Financial Advisors is a financial advisory firm based in Plantation, Florida. It currently has approximately $622,000,000 of assets under management and employs about 19 people. Tobias Financial Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Securities Agent State Law Examination (S63)
Years registered
6 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
1000 S. Pine Island Road, Suite 450, Plantation, Florida, 33324
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