CHARTER INVESTMENT ADVISORS INC

ORLANDO, Florida·4 registered advisors·CRD# 104872
SEC# 801-33360407-226-1112
01

Firm Overview

AUM
$47M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RETAINER FEES AND SPECIAL SERVICE FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CHARTER INVESTMENT ADVISORS INC

4 registered advisors
Lance C Hope-Gill
ORLANDO, Florida
Renee & Lance C Hope-Gill
ORLANDO, Florida
Richard Allen Rodgers
ORLANDO, Florida
Terry Rodgers
ORLANDO, Florida
05

Office Locations

ORLANDO, Florida
4 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. CHARTER INVESTMENT ADVISORS INC (CRD# 104872) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.