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  • Wendell Charles Financial can help you…

    manage your IRA, rollover your 401(k), create a financial plan, become a philanthropist, & more!

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    Watch this video to find out how we use an endowment style approach for retail investors:
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About Wendell Charles

Wendell Charles Financial is an independent financial advisory firm providing a custom experience for each individual, family, or instiution. Our clients represent a wide variety of backgrounds & range from their early 20's to age 88.

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Our Latest Whitepaper

"The Household Endowment Model"

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Registered Representatives offering securities through First Allied Securities, Inc., a Registered Broker/Dealer. Member: FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc., a Registered Investment Adviser.

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

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