Unclaimed Profile

Charlotte Kay Dearborn

MACKE FINANCIAL ADVISORY GROUP·FORT MYERS, Florida

Series 65Clean record9 years registeredMACKE FINANCIAL ADVISORY GROUP

12699 NEW BRITTANY BLVD., FORT MYERS, FL 33907CRD# 5022866Firm CRD# 111318

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charlotte Kay Dearborn · FORT MYERS, FL

Registration

CRD #5022866 · MACKE FINANCIAL ADVISORY GROUP · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MACKE FINANCIAL ADVISORY GROUP

HBKS WEALTH ADVISORS

Nov 2016 – Dec 2019

Fort Myers, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 23, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MACKE FINANCIAL ADVISORY GROUP, INC.

CRD 111318 · SEC 801-57221

AUM

$147M

Regulatory assets under management

Employees

453 client accounts

Services offered by MACKE FINANCIAL ADVISORY GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MACKE FINANCIAL ADVISORY GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Charlotte Kay Dearborn offer?

Charlotte Kay Dearborn specializes in Financial Planning, Investment Management, Wealth Management.

What are Charlotte Kay Dearborn's credentials?

Charlotte Kay Dearborn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charlotte Kay Dearborn located?

Charlotte Kay Dearborn is based in FORT MYERS, Florida, last registered with MACKE FINANCIAL ADVISORY GROUP.

How does Charlotte Kay Dearborn charge for services?

Charlotte Kay Dearborn's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MACKE FINANCIAL ADVISORY GROUP?

MACKE FINANCIAL ADVISORY GROUP has approximately 4 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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