Best Investors Account Sign in
Current Employers
Charter Advisory Corporation

250 E. 96Th Street Suite 200, Indianapolis, IN 46240 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 1999-09-30
  • IN RA
    APPROVED
    Since 1999-09-30

Branch Locations

250 E. 96Th Street Suite 200, Indianapolis, IN 46240 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valley Insurance Agency Attica IN 11/2007 Present
Lpl Financial Llc Attica IN 09/2009 Present
Charter Advisory Corporation Attica IN 05/1992 Present
  • 11/2007 → Present
    Valley Insurance Agency
    Attica, IN
  • 09/2009 → Present
    Lpl Financial Llc
    Attica, IN
  • 05/1992 → Present
    Attica, IN
Other Businesses

1. 01/13/2010 - VALLEY INSURANCE - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - INSURANCE AGENT - 90% OF TIME SPENT - PROPERTY/CASUALTY LIFE/HEALTH INSURANCE SALES - INSURANCE SALES, WHICH INVOLVES QUOTING AND PREPARING APPLICATIONS. 2. 9/10/2010 - Charter Advisory Corporation - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 05/1992 - 32 Hours Per Month/Time Spent 20% - I provide investment advisory services through Charter Advisory Corporation, an independent investment advisor firm. I started this business activity in 05/1992. I expect to spend approximately 32 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 01/31/2013: CHARTER ADVISORY CORP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1990-11-30
  • S63 Uniform Securities Agent State Law Examination
    1990-11-30
Other Names
  • Charlie Pilecki

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Indianapolis, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor