Advisor at Primerica Advisors
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Firm
Primerica Advisors
Location
Vidalia, GA 30474
Credentials
ChFC®, Series 63, Series 65
Industry experience
37 years
Charles Jordan III is a financial advisor with Primerica Advisors based in Vidalia, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience and has worked with Park Avenue Securities and Guardian Life Insurance Co for over two decades. Outside of his advisory role, he serves as the Immediate Past Chairman of the Workforce Investment Board. Park Avenue Securities LLC serves a diverse retail client base with services ranging from brokerage to fee-based advisory and financial planning. The firm employs a variety of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary accounts across multiple asset classes.
Based on Primerica Advisors
Based on Primerica Advisors
Flat fees generally $500 to $25,000 per agreement for planning, consulting, business exit consulting
$0 - $499,999.99: Up to 2.05% (Park Avenue Portfolio Select Program) $500,000 - $999,999.99: Up to 2.00% (Park Avenue Portfolio Select Program) $1,000,000 - $1,999,999.99: Up to 1.95% (Park Avenue Portfolio Select Program) $2,000,000+: Up to 1.90% (Park Avenue Portfolio Select Program) $0 - >$0: Up to 0.45% annually (VestWise Program)
Brokerage commissions and ticket charges applicable for transaction-based accounts
Hourly financial planning/consulting fees generally $100-$500 per hour
Subscription-based financial planning fees paid annually, monthly or quarterly; maximum annual fee generally up to $25,000
Account minimum: $5,000 Minimum fee: Annual Platform Fee minimum of $90 per household Fee-only: Financial planning and consulting fees negotiable; hourly fees generally $100-$500/hour; flat fees $500-$25,000; subscription financial planning up to $25,000 annually; business consulting up to $30,000
313 Maple Drive
Vidalia, GA 30474
Georgia
Park Avenue securities
2004 - Present (22 years)
Guardian Life Insurance Co
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Vidalia, GA
Independent Financial Group, LLC
Series 63, Series 65
Reidsville, GA
Primerica Advisors
Series 66
Vidalia, GA
Edward Jones
Series 63, Series 65
Vidalia, GA
Cetera
Series 66
Reidsville, GA
Primerica Advisors
Series 66
Vidalia, GA
Edward Jones
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