professional profile
Charles Falconer Mccallum III, CFP
Overview
Charles Falconer Mccallum III is an insurance agent, a registered representative and an investment adviser representative based in Raleigh, NC, with 30 years in the industry.
- Years in the industry
- 30
- States licensed
- 1
- States registered
- 1
- Exams passed
- 8
Contact
1 business email and 2 phone numbers on file
Registrations and licenses
- Licensed in 1 state
- Registered in 1 state
4 lines of authority, with every state and its dates
Firms
- First Citizens Investor Services, Inc.Current firm
Employment history since 1996
Carriers
Carrier appointments, active and past
Book and practice
Firm assets under management on file
request a demo
See what we have on Charles
We'll walk you through the full profile and how to find more people like Charles.