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Charlestown Financial Advisors
Charles M. Beynon, CFP®, ChFC®, CLU®, CRPC®, CMFC®
124 Main St. Suite 201, 2nd Floor
Charlestown, MA 02129
“We shape financial solutions for a lifetime”
Advisor Profile
Name:  Charles M. Beynon, CFP®, ChFC®, CLU®, CRPC®, CMFC®
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Business Description
As a CERTIFIED FINANCIAL PLANNER practitioner, I
believe success should be measured not just by your
present financial well-being, but by how comfortable
you feel about your future. My mission is to help you
plan your financial goals by maintaining your
financial focus, through a personal relationship based
on knowledgeable advice, high level service and
advanced financial planning. This focus is designed
to help you plan for your goals and help you feel
comfortable regarding your financial future.

Whether you're looking for investment strategies,
retirement planning, funding child's education, estate
planning strategies, tax management strategies, or
just where to start, I will work together with you. I
offer a broad range of financial products and services
to help meet your needs.
 

General Information
Gender:    Male
CRD#:    4556429
Firm CRD#:    6363
SEC File#:    801-28543
Insurance License#:    7356237
Name of Broker/Dealer:    Ameriprise Financial Services, Inc.
Name of Custodial Firm:    Ameriprise Financial Services, Inc.
States Licensed in:    I am licensed and registered to conduct business
in MA. Based on licenses and registrations I
hold, I may also conduct certain business in AL,
AZ, CA, CT, FL, IL, KY, ME, NC, NH, NJ, NY, RI,
TX, VA, WA, CO.
Years of Experience in Financial Services:    8
Number of Years with Current Firm:    8
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations, Self-Employed Individuals, Investment Clubs
 

Education
Academic Background
 
BS,- Business Administration, Finance & Economics
The American College
The College For Financial Planning
 

Services
Investment Types:    Education, 401(k)/Employer Retirement Plans, etc..., Insurance, Bonds, Stocks, Annuities, Commodities, Mutual Funds, FOREX & Currency, Options & Futures, Alternative Investments, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
 

Qualifications & Memberships
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Retirement Planning Counselor (CRPC®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Mutual Fund Counselor (CMFC®)
Securities Licenses:    Series 66, Series 7
Insurance and Annuity Licenses:    Variable Annuity, Long Term Care, Variable Life, Disability, Annuity, Health, Life
Financial Organization Memberships:    Paladin Registry, Financial Planning Association (FPA), CFA Institute
 

Firm Information
Number of Advisors in Office:    Up to 10 employees
 

Compliance
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees
I am a fee-based financial professional:    Yes
Minimum Portfolio Size for New Managed Accounts:    Not Applicable
Compensation Methods:    Flat Fee
 
 
 
Prepared By: Charles M. Beynon, CFP®, ChFC®, CLU®, CRPC®, CMFC®