CHARLES ROBERT DAVEE is an investment adviser representative (IAR) with state registration records since 2003, appearing at 4 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2025-12-20 | present | Yes |
| OSAIC FS, INC. | 2022-05-20 | 2024-04-02 | — |
| VALIC FINANCIAL ADVISORS, INC. | 2011-05-26 | 2022-05-25 | — |
| AMSOUTH ASSET MANAGEMENT, INC. | 2003-12-03 | 2004-12-06 | — |