Charles M. Evans,  CFP<sup>&reg;</sup> - Financial Advisor

Charles M. Evans, CFP®

CFS®, CRPC®

Senior Financial Advisor

Ameriprise Financial Services, LLC

330 Association Dr
Charleston, WV 25311
(304) 352-8200 x106

General

Charles Evans is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, LLC in Charleston, WV and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CFS

Insurance Licenses

  • Life insurance: NY,PA,IN,KY,OH
  • Health/disability insurance
  • Fixed annuities: SAME
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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