Charles David Mylrea
Investment adviser representative at Efs Advisors
17 yearsExperience
10 statesRegistered in
$2.4BFirm assets
22 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 assetsHourly
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
17 years in the industry.
- Advanced Advisor Group LLCMay 2018 to now
- Efs AdvisorsMay 2018 to now
- Northland Securities, IncJun 2009 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 10 states (AZ, CA, CO, FL, IA, IL, MN, NY, TX, WI).
Efs Advisors
Legal name: Efs Advisors LLC
$2.4BAssets managed
21,701Clients
38Advisers
22 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
- 5691108
- Firm CRD
- 115211