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Douglas S
Series 63, Series 65
Fishers, IN
Charter Advisory Corporation
Douglas Sweet is a financial advisor with Charter Advisory Corporation in Fishers, Indiana, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been associated with LPL Financial LLC and Charter Advisory Corporation since 2009. Outside of his advisory role, he has involvement in fixed insurance sales through Midwest Financial Group, Inc. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $366 million in client assets and serves retail and high-net-worth clients through a multi-advisor team structure, utilizing both fundamental and technical analysis along with third-party portfolio managers and discretionary trading authority where agreed.
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