Charles Alan Chambers
Investment adviser representative at Osaic Institutions, Inc.
16 yearsExperience
2 statesRegistered in
$6.5BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Osaic Institutions, Inc.Feb 2023 to now
- Infinex Investments, inc.Jan 2023 to now
- Southern BankJan 2023 to now
- Bank of America, N.A.Sep 2020 to Jan 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2020 to Jan 2023
- Pruco Securities LLCFeb 2020 to Jul 2020
- The Prudential Insurance Company of AmericaFeb 2020 to Jul 2020
- Bb&t Securities, LLCJan 2018 to Feb 2020
- Bb&t InvestmentsSep 2010 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law1991
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (NC, VA).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2011615
- Firm CRD
- 35371