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Charles Dewey Barham

CASSIA CAPITAL PARTNERS LLC·WINSTON SALEM, North Carolina
Series 7, Series 63, Series 66CFPClean record15 years registeredCASSIA CAPITAL PARTNERS LLC
1144 WEST FOURTH STREET, WINSTON SALEM, NC 27101CRD# 4157445Firm CRD# 159911

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Dewey Barham · WINSTON SALEM, NC
Registration
CRD #4157445 · CASSIA CAPITAL PARTNERS LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

CASSIA CAPITAL PARTNERS LLC
Aug 2013 – present
WELLS FARGO ADVISORS, LLC
Mar 2011 – Nov 2011
WINSTON-SALEM, NC
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 66
Registration record
First registered · March 16, 2011
Years registered · 15
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CASSIA CAPITAL PARTNERS LLC
CRD 159911 · SEC 801-119057
AUM
$194M
Regulatory assets under management
Employees
5
475 client accounts
Services offered by CASSIA CAPITAL PARTNERS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CASSIA CAPITAL PARTNERS LLC →
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Frequently Asked Questions

What services does Charles Dewey Barham offer?
Charles Dewey Barham specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WINSTON SALEM, North Carolina for a consultation.
What are Charles Dewey Barham's credentials?
Charles Dewey Barham holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Charles Dewey Barham located?
Charles Dewey Barham is based in WINSTON SALEM, North Carolina, working with CASSIA CAPITAL PARTNERS LLC. Their office serves clients in the WINSTON SALEM metropolitan area and surrounding communities.
How does Charles Dewey Barham charge for services?
Charles Dewey Barham'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 CASSIA CAPITAL PARTNERS LLC?
CASSIA CAPITAL PARTNERS LLC has approximately 5 employees and manages $194M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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James R Helvey
WINSTON SALEM, NC

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