Charles Crouch Jr.
Advisor at CMC Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at CMC Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CMC Wealth Management, LLC
Location
Lexington, SC 29072
Credentials
CFP®, Series 63, Series 66
Industry experience
21 years
Charles Crouch is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at CMC Wealth Management, LLC in Lexington, SC. He previously worked at Doyle Wealth Management, Inc. and Great West Life and Annuity. CMC Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm operates primarily on a non-discretionary basis, emphasizing client control over trade decisions and employing a combination of charting, fundamental, technical, and cyclical analysis in its investment process.
Based on CMC Wealth Management, LLC
$0 - $1,000,000: 2.00% $1,000,000+: 1.50%
$200 to $500 per hour, negotiable depending on complexity
955 E Main Street, Ste R
Lexington, SC 29072
South Carolina
CMC Wealth Management, LLC
2020 - Present (6 years)
Doyle Wealth Management, Inc.
2017 - 2019 (2 years)
Unemployed
2017 - 2017 (1 year)
Great West Life and Annuity
2015 - 2017 (2 years)
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