CHARLES POSEY is an investment adviser representative (IAR) with state registration records since 2011, appearing at 9 firms. Currently registered with WELLS FARGO CLEARING SERVICES, LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 2026-07-20 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2022-11-30 | present | Yes |
| CAPITAL ANALYSTS, LLC | 2022-04-18 | 2022-06-14 | — |
| LINCOLN INVESTMENT PLANNING, LLC | 2022-04-14 | 2022-06-14 | — |
| EDWARD D. JONES & CO., L.P. | 2021-04-19 | 2021-09-21 | — |
| GREENBRIER FINANCIAL LLC | 2019-05-14 | 2021-04-08 | — |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | 2017-04-19 | 2019-04-29 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2013-10-10 | 2017-03-01 | — |
| MORGAN KEEGAN & COMPANY, LLC | 2011-06-08 | 2012-05-01 | — |