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Charles E. Winfrey
Member Status: APPROVED
Member Through: 3/8/2011
Charles E. Winfrey has successfully passed the Ethics Check System, NEB’s annual seven-year background checks for membership-disqualifying criminal, civil, and business violations* and has agreed to maintain NEB membership standards.
EthicsCheck System™
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Charles E. Winfrey
Brentwood, TN 37027
(615) 369-0869
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Criminal Background Check |
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Accredited Designation Check |
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Professional License Check
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State Securities Administrators
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In addition, the following regulatory agencies have been checked for NEB membership-disqualifying violations.*
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Securities and Exchange Commission (SEC) |
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State Departments of Real Estate |
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State Departments of Insurance |
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National Association of Realtors (NAR) |
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Financial Industry Regulatory Authority (FINRA)
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State Association of Realtors (SAR)
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State Securities Administrators
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State Mortgage License Regulators
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State Boards of Accountancy |
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PROFILE DETAILS
The following information has been posted by the member and is therefore NOT verified by the NEB. |
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O V E R V I E W
| Charles is a well-known financial expert in the matters of senior investors. Since 1995, he has assisted clients to preserve their capital, increase their income, avoid estate taxes, and protect their estate values. He has advised physicians and business owners approaching retirement, retired teachers and retired government employees. People who consult Charles find that they lower their tax bills, eliminate taxes on their social security income, increase their fixed monthly income and obtain better protection for their financial future. His unique retirement and estate planning seminars have been very popular among retirees and pre-retirees. In his practice he has counseled numerous people on avoiding the common mistakes made by most retirees. Charles is best known as co-author of the book “Asset Protection & Wealth Preservation: Defeating the Enemies that Take Your Money.” Charles lives with his wife Nancy and son Charles, III.
Charles is the "Safest Money Manager in the South" |
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E D U C A T I O N
| Charles received his BBA Degree from The University of Memphis. Charles is also a graduate of the Belmont University Certified Financial Planning Program |
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A S S O C I A T I O N S
| Charles is also an approved member of the National Ehtics Bureau, an independent orgainization of insurance and financial advisors who have maintained an exemplary record of business ethics. Charles is also a member of the Society of Certified Senior Advisors. |
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R E F E R E N C E S
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DISCLAIMER: All of the information in the “Profile Details” section of this profile has been posted by the member and is therefore NOT verified by the National Ethics Bureau (NEB). The NEB provides no guaranteed assurance or warranty of the ethical integrity
of its members. Always make financial decisions on the basis of your own due diligence. For additional details and/or any public disclosures regarding this member, please contact the appropriate regulatory agency (see www.ethicscheck.com/regcontact). NEB
is a member organization of background-checked financial professionals and is not affiliated with any state or federal government agency. NEB is not a financial designation, nor does it sell or endorse any financial products.
*For details on NEB membership standards and disqualifying violations, please call us at (800) 282-1831 or go to our website at: www.ethicscheck.com/standards. |
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