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Charlotte Kay Dearborn

MACKE FINANCIAL ADVISORY GROUP·FORT MYERS, Florida
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12699 NEW BRITTANY BLVD., FORT MYERS, FL 33907CRD# 5022866Firm CRD# 111318
01

About

Charlotte Kay Dearborn is a registered financial advisor based in FORT MYERS, Florida, affiliated with MACKE FINANCIAL ADVISORY GROUP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MACKE FINANCIAL ADVISORY GROUP, INC.
MACKE FINANCIAL ADVISORY GROUP
AUM
$147M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MACKE FINANCIAL ADVISORY GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5022866
Firm CRD# 111318
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charlotte Kay Dearborn offer?
Charlotte Kay Dearborn specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT MYERS, Florida for a consultation.
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, working with MACKE FINANCIAL ADVISORY GROUP. Their office serves clients in the FORT MYERS metropolitan area and surrounding communities.
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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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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