CHARLOTTE IVINS VALENTINO is an investment adviser representative (IAR) with state registration records since 2022, appearing at 2 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2025-12-16 | present | Yes |
| CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | 2022-09-01 | 2026-01-15 | — |