CHARLES ALDEN ROE is an investment adviser representative (IAR) with state registration records since 2008, appearing at 4 firms. Currently registered with INNOVA WEALTH, LLC, ACCURATE WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ACCURATE WEALTH MANAGEMENT, LLC | 2025-03-25 | present | Yes |
| INNOVA WEALTH, LLC | 2015-02-27 | present | Yes |
| CETERA INVESTMENT ADVISERS LLC | 2010-11-19 | 2015-01-28 | — |
| LPL FINANCIAL LLC | 2008-06-04 | 2010-11-01 | — |