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Charles V

Series 66

Attica, IN

Edward Jones

Charles Vergara is a financial advisor at Edward Jones with ten years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC, Security Federal Savings Bank, and Midwestern Securities Trading Co. LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Wealth management General retirement planning Educators, Teachers, and Academics Doctor or Medical Professional
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Daniel D

CFP®, Series 63, Series 66

Attica, IN

Edward Jones

Daniel Douglass is a CFP® professional with 16 years of industry experience, currently serving with Edward Jones since 2013. Based in Attica, IN, he holds Series 63 and Series 66 licenses. Outside of his advisory role, he coaches high school football at Clinton Central High School in Michigantown, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

General retirement planning Retired Founder/Business Owner Executive
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