CHARLES EVERETT MARKWALTER is an investment adviser representative (IAR) with state registration records since 1999, appearing at 2 firms. Currently registered with ADVOCACY WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ADVOCACY WEALTH MANAGEMENT, LLC | 2024-09-09 | present | Yes |
| MONTAG & CALDWELL, AN ADVOCACY WEALTH COMPANY | 1999-03-11 | 2025-09-24 | — |