Charles Fletcher Okelley

Employer firm

Iht Wealth Management LLC CRD 171481

$9.80B regulatory AUM 326 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2009 → 10/2018
  Summit Brokerage Services Inc
  Tampa, FL
• 10/2018 → Present
  Lpl Financial Llc
  Tampa, FL
• 04/2026 → Present
  Iht Wealth Management
  Tampa, FL

Previous Registrations

• 2011-07-08 → 2018-11-05
  Summit Financial Group Inc
  Tampa, FL
• 2003-06-16 → 2008-12-31
  Atlantic Coast Financial Consultants Inc
  Tampa, FL

Other Businesses

1) 10/22/2018 - Atlantic Coast Realty Advisors, INC - Business Owner - Investment Related - At Reported Business Location(s) - Start Date 06/01/1998 - 1hr/mth 2) 10/22/2018 - Second Home ¿ Rental Property - Real Estate Rental - Investment Related - Mars Hill, NC - Start Date 12/11/2004 - Time Spent 1% 3) 10/22/2018 - Atlantic Coast Financial Advisors, Inc - Investment Related - At Reported Business Location(s) - Start Date 4/23/2012 4) 10/22/2018 - Palma CEIA Executive Center - Real Estate Rental - Investment Related - Tampa, FL - Start Date 12/9/2015 5) 06/27/2022 - Ralphael M. Clarke and Charles F. O'Kelley Revocable Trust - Act in a Fiduciary Capacity - Not Investment Related - Tampa, FL - Start Date 04/21/2022 - 2hrs/mth - 1hr/mth during trading 6) 02/12/2026 - Thrive Life 360 - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) -Start Date 02/04/2026 - 2hrs/mth/ during trading 7) 04/13/2026 - IHT Wealth Management - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) -Start Date 02/04/2026 - 160 hours per month/ during trading - I provide investment advisory services through IHT Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 2/2026. I expect to spend approximately 160 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. 8) 04/13/2026 - Thrive Life 360 - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) -Start Date 02/04/2026 - 2hrs/mth/ during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-11-16

Designations

• Chartered Financial Consultant

Other Names

• Charlie Okelley