Unclaimed Profile

Charles Mccomber Best

CAPITAL IDEAS, INC.·DALLAS, Texas

SIE, Series 00, Series 1, Series 4, Series 5, Series 7TO, Series 24, Series 63, Series 65, Series 99TOClean record23 years registeredCAPITAL IDEAS, INC.

12720 HILLCREST RD, DALLAS, TX 75230CRD# 20486Firm CRD# 114352

Profile Verification

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

Identity

Charles Mccomber Best · DALLAS, TX

Registration

CRD #20486 · CAPITAL IDEAS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAPITAL IDEAS, INC.

CAPITAL IDEAS

Mar 2006 – Oct 2023

DALLAS, TX

FINANCIAL COUNSELING CORPORATION

Dec 2003 – May 2006

DALLAS, TX

LIBERTY FUNDS GROUP

Sep 2002 – May 2006

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 00

Series 1

Series 4

Series 5

Series 7TO

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · September 17, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL IDEAS, INC.

CRD 114352 · SEC 801-66816

AUM

$214M

Regulatory assets under management

Employees

138 client accounts

Services offered by CAPITAL IDEAS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CAPITAL IDEAS, INC. →

Introduction

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Frequently Asked Questions

What services does Charles Mccomber Best offer?

Charles Mccomber Best specializes in Investment Management, Wealth Management.

What are Charles Mccomber Best's credentials?

Charles Mccomber Best is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Mccomber Best located?

Charles Mccomber Best is based in DALLAS, Texas, last registered with CAPITAL IDEAS, INC..

How does Charles Mccomber Best charge for services?

Charles Mccomber Best's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL IDEAS, INC.?

CAPITAL IDEAS, INC. has approximately 5 employees and manages $214M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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