Broker Check

Charles V. Kimmel

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Charles V. Kimmel III, CFP®

Financial Planning Department Supervisor | SPC
Registered Representative | RJFS

Charles V. Kimmel III (Chuck) joined SPC Financial® (SPC) in July 2009. He began his career in 2008 as an internal investment consultant at Arrow Investment Advisors. While there he successfully completed the General Securities Representative exam (Series 7) and the Uniform Securities Agent State Law exam (Series 63).

He is currently a CERTIFIED FINANCIAL PLANNER Professional, heading up a talented team of financial analysts and associates within the SPC Financial Planning Department. Prior to becoming SPC’s Financial Planning Department Supervisor, he spent over a year in a support role assisting financial planners by working behind the scenes and assisting with client overviews and financial analyses. He also dedicated a full year training under the President and CEO of SPC as a registered Client Service Associate. While in this capacity, Chuck was the liaison between the President and his financial clients, facilitating client requests as well as correspondence, which prepared him for his transition into the Financial Planning Department. In 2013, Chuck successfully earned his CERTIFIED FINANCIAL PLANNER Professional certification.

Chuck received a Bachelor’s of Science degree in Finance from University of Maryland University College in 2008.

Chuck currently resides in Laytonsville, Maryland with his wife, two sons, and black Lab. He enjoys being outdoors and spending time with his family.

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