Charles Gregory Majors
Investment adviser representative at Arete Wealth Advisors, LLC
25 yearsExperience
2 statesRegistered in
$2.7BFirm assets
17 yearsFirm in business
Are you Charles Gregory Majors? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Arete Wealth Management, LLCNov 2023 to now
- Arete Wealth Advisors, LLCMar 2023 to now
- Charles 'greg' MajorsMay 2018 to now
- Majors Financial GroupMay 2001 to now
- Center Street Advisors, Inc.Jan 2019 to Nov 2023
- Center Street Securities, Inc.Jan 2019 to Nov 2023
- US Employee Benefits Services Group, LLCJan 2015 to Dec 2018
- Simerly Ayers Insurance GroupJul 2013 to May 2018
- BencorApr 2008 to Dec 2018
- Planmember Securities CorporationMar 2008 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Arete Wealth Advisors, LLC
$2.7BAssets managed
5,426Clients
143Advisers
17 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
- 2685420
- Firm CRD
- 145488