Charles Laughlin
Financial Advisor at Wells Fargo Advisors
Based in Athens, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Athens
Industry
Financial Services
Company size
15K
Contact information
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c•••••••@wellsfargoadvisors.com
Phone
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Background
About Charles Laughlin
Through my advice and services, I seek to free people from many of the anxieties and fears that can happen in dealing with money. If I can help people work to achieve their financial objectives, then I have added value to their lives.I build strong relationships while listening to the needs of clients. I then design individual strategies customized to client’s objectives, risk tolerance, time horizon and expectations. Through reviews of these plans I help clients maintain the discipline necessary to work to achieve their ultimate financial goals. Furthermore, it is my job to help investors identify, not simply their present need, but future concerns as well, and direct clients to make the suitable financial move at the appropriate time in their lives. Opening an account is only opening the door to my services.Originally from Athens, I graduated from Clarke Central High School before attending Colorado State University where I graduated in the top 4% of my class. I later earned a masters degree from Texas A&M University before beginning my career in finance and investing. I am a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and hold the Chartered Retirement Planning Counselor sm; designation that requires me to perform continuous training and testing in wealth structuring techniques. I began my career as a Financial Advisor in I moved my wealth management practice to Wells Fargo Advisors in 2019. I live with my wife and three sons in Athens, GA.This information is intended for use only by residents of: AK, AL, AR, CA, FL, GA, ID, IL, LA, MD, NC, NJ, NV, NY, PA, SC, TN, VA, and and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
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