Charles W Sells

Current Employers

Employment History

• 06/2014 → 12/2017
  Lincoln Financial Securities Corporation
  Knoxville, TN
• 11/2016 → Present
  (Dba) Wmg Financial Advisors
  Knoxville, TN
• 06/2014 → 12/2017
  Lincoln Financial Securities Corp
  Knoxville, TN
• 12/2017 → 06/2021
  Proequities Inc
  Knoxville, TN
• 02/2017 → Present
  Wmg Financial Services
  Knoxville, TN

Previous Registrations

• 2014-06-09 → 2017-12-17
  Osaic Fs, Inc.
  Knoxville, TN
• 2012-11-14 → 2014-06-04
  Msi Financial Services, Inc.
  Knoxville, TN
• 2009-05-08 → 2012-11-16
  Equitable Advisors, Llc
  Chattanooga, TN
  Knoxville, TN

Other Businesses

1) Charles Walter Sells is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. WMG Financial Advisors, LLC always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of WMG Financial Advisors, LLC in their capacity as a licensed insurance agent. 2) Chancy Ventures, LLC; investment related: No; Location: 1060 Sycamore Ests Nashville TN 37211-3489 United States; Description of the business: LLC related to equine training and performance.; Position Title: Member; Start date with business: 2026-03-18; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 12; Percentage of total yearly compensation expected to be derived from the business: 0; 3) Sycamore Estates Homeowners Association; investment related: No; Location of the business: Sycamore Estates Nashville TN 37211 USA; Description of the business: This is the Homeowners Association for the new neighborhood of Sycamore Estates.; Position Title: Treasurer; Start date with business: 2026-03-19; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 6; Percentage of total yearly compensation expected to be derived from the business: 0;

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-05-07
• S63 Uniform Securities Agent State Law Examination
  1996-04-26

Other Names

• Charles Sells
• Charles Walter Sells