Charles Mcglinn
Investment adviser representative at Equitable Advisors, LLC
10 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 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
10 years in the industry.
- Equitable Advisors, LLCAug 2026 to now
- UnemployedJun 2026 to Aug 2026
- Elks LodgeAug 2025 to Nov 2025
- SunlightenDec 2023 to Aug 2025
- UnemployedSep 2023 to Nov 2023
- Benedictine CollegeAug 2022 to May 2026
- Mcglinn Bros LandscapingApr 2020 to Aug 2023
- Hallbrook Country ClubMay 2019 to Aug 2021
- UnemployedSep 2018 to Apr 2019
- Indian Hills Country ClubMay 2017 to Aug 2018
- UnemployedJul 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (KS).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 8311482
- Firm CRD
- 6627