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Charles C
Series 63, Series 66
Albuquerque, NM
Simplicity wealth
Charles Cumber Jr. is a financial advisor with Simplicity Wealth in Albuquerque, NM, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. His career includes roles at Union Capital Company, Wells Fargo Clearing, and U.S. Bancorp Investments. In addition to his advisory work, he is involved with Empowered Wealth Management, focusing on index annuities and life insurance sales. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and select individual securities, while providing advisory services alongside technological and operational support for other advisers through its managed account platform.
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