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Charles A

Series 63, Series 65

Boca Raton, FL

Ideas in Finance

Charles Arnold is the sole advisor at Ideas in Finance, an independent registered investment advisor based in Boca Raton, FL. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He is also a managing member of Armada Hedge LLC, which serves as the general partner of a hedge fund, Armada Absolute Returns L.P. Ideas in Finance provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm’s investment approach combines long-term strategies with active trading, including the use of options, margin, and derivatives within separately managed accounts.

Options & derivatives strategies Active portfolio management Concentrated stock management
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