CHARTER INVESTMENT ADVISORS INC
CRD #104872 SEC #801-33360 ORLANDO, FL 407-226-1112
SEC Registered
Total AUM
$47.3M
Discretionary
$42.8M
Employees
1
Clients
1
Accounts
234
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 15, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOPEGILL, LANCE, C | I | VICE-PRESIDENT | NA | |
| HOPEGILL, LANCE, C | I | VICE-PRESIDENT | NA | |
| HOPEGILL, LANCE, C | I | VICE-PRESIDENT | NA | |
| HOPEGILL, LANCE, C | I | VICE-PRESIDENT | NA | |
| HOPEGILL, LANCE, C | I | VICE-PRESIDENT | NA | |
| HOPEGILL, LANCE, C | I | VICE-PRESIDENT | NA | |
| HOPEGILL, LANCE, C | I | VICE-PRESIDENT | NA | |
| HOPEGILL, LANCE, C | I | VICE-PRESIDENT | NA | |
| RODGERS, TERRY | I | PRESIDENT | E | Control |
| RODGERS, TERRY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| RODGERS, TERRY | I | PRESIDENT | E | Control |
| RODGERS, TERRY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| RODGERS, TERRY | I | PRESIDENT | E | Control |
| RODGERS, TERRY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| RODGERS, TERRY | I | PRESIDENT | E | Control |
| RODGERS, TERRY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| RODGERS, TERRY | I | PRESIDENT | E | Control |
| RODGERS, TERRY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| RODGERS, TERRY | I | PRESIDENT | E | Control |
| RODGERS, TERRY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| RODGERS, TERRY | I | PRESIDENT | E | Control |
| RODGERS, TERRY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| RODGERS, TERRY | I | PRESIDENT | E | Control |
| RODGERS, TERRY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| RODGERS, TERRY | I | PRESIDENT | E | Control |
| RODGERS, TERRY | I | PRESIDENT | E | Control |
| RODGERS, TERRY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| RODGERS, TERRY | I | PRESIDENT | E | Control |
| RODGERS, TERRY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HOPE-GILL, LANCE, C | I | VICE-PRESIDENT/SHAREHOLDER | B | |
| HOPE-GILL, LANCE, C | I | VICE-PRESIDENT/SHAREHOLDER | B | |
| HOPE-GILL, RENEE & LANCE, C | I | SHAREHOLDER | B | |
| HOPE-GILL, RENEE & LANCE, C | I | SHAREHOLDER | B | |
| HOPE-GILL, RENEE & LANCE, C | I | SHAREHOLDER | B | |
| HOPE-GILL, RENEE, RODGERS | I | SHAREHOLDER | B | |
| HOPE-GILL, RENEE, RODGERS | I | SHAREHOLDER | B | |
| HOPE-GILL, RENEE, RODGERS | I | SHAREHOLDER | B | |
| HOPE-GILL, RENEE, RODGERS | I | SHAREHOLDER | B | |
| HOPE-GILL, RENEE, RODGERS | I | SHAREHOLDER | B | |
| HOPE-GILL, RENEE, RODGERS | I | SHAREHOLDER | B | |
| HOPE-GILL, RENEE, RODGERS | I | SHAREHOLDER | B | |
| HOPE-GILL, RENEE, RODGERS | I | SHAREHOLDER | B | |
| HOPEGILL, LANCE, C | I | VICE-PRESIDENT/SHAREHOLDER | B | |
| RODGERS, RICHARD, ALLEN | I | SHAREHOLDER | B | |
| RODGERS, RICHARD, ALLEN | I | SHAREHOLDER | B | |
| RODGERS, RICHARD, ALLEN | I | SHAREHOLDER | B | |
| RODGERS, RICHARD, ALLEN | I | SHAREHOLDER | B | |
| RODGERS, RICHARD, ALLEN | I | SHAREHOLDER | B | |
| RODGERS, RICHARD, ALLEN | I | SHAREHOLDER | B | |
| RODGERS, RICHARD, ALLEN | I | SHAREHOLDER | B | |
| RODGERS, RICHARD, ALLEN | I | SHAREHOLDER | B | |
| RODGERS, RICHARD, ALLEN | I | SHAREHOLDER | B | |
| RODGERS, RICHARD, ALLEN | I | SHAREHOLDER | B | |
| RODGERS, RICHARD, ALLEN | I | SHAREHOLDER | B |
Registrations
Federal
IA
May 15, 2012 REGISTERED
Notice Filings (2)
FL MA
Address
5956 TURKEY LAKE RD.SUITE 1
ORLANDO, FL 32819-4202
United States
Phone: 407-226-1112