Theodore Everett Charles
Chief Executive Officer at Essex Securities LLC
Profile
Theodore Everett Charles was the founder of Investors Capital Holdings Ltd.
(founded in 1995) and Essex Securities LLC (founded in 1994), where he held the titles of Chairman and President & Chief Executive Officer, respectively.
Currently, he is the Director at Easter Seals Massachusetts, a Member at Financial Institutions Insurance Association, The National Association of Life Cos., and National Association of Securities Dealers, Inc., and a Member of Financial Planning Association since 1985.
In the past, he served as the Chief Executive Officer at Eastern Point Advisors, Inc. from 1999 to 2005, Chairman at Investors Capital Corp.
from 1995 to 2011, and Director at Revere Federal Savings & Loan Association from 1997 to 2001.
Mr. Charles received his undergraduate degree from Ithaca College.
Theodore Everett Charles active positions
| Companies | Position | Start |
|---|---|---|
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Corporate Officer/Principal | 1984-12-31 |
| Easter Seals Massachusetts | Director/Board Member | - |
| The National Association of Life Cos. | Corporate Officer/Principal | 2010-01-11 |
National Association of Securities Dealers, Inc.
 National Association of Securities Dealers, Inc. Investment Banks/BrokersFinance National Association of Securities Dealers, Inc. provides financial regulatory services. The non-profit company is based in Washington and has subsidiaries in the United States. The American company was founded by Richard B. Jennings, Vince Means. | Corporate Officer/Principal | 2010-01-11 |
Financial Institutions Insurance Association
 Financial Institutions Insurance Association Miscellaneous Commercial ServicesCommercial Services Part of Bank Securities Association, Financial Institutions Insurance Association operates a business association providing for the marketing of insurance and annuities. The company is based in Valley Center, CA. Financial Institutions Insurance Association was acquired by Bank Securities Association on September 17, 2002. | Corporate Officer/Principal | 2010-01-11 |
Essex Securities LLC
 Essex Securities LLC Investment Banks/BrokersFinance Essex Securities LLC operates as brokerage firm. The firm provides assistance in bonds, variable annuities, government securities, long term care, life insurance, estate plans, profit sharing plans, check writing, brokerage accounts and variable life insurance. The company was founded by Theodore Everett Charles in 1994 and is headquartered in Topsfield, MA. | Chief Executive Officer | 1993-12-31 |
Former positions of Theodore Everett Charles
| Companies | Position | End |
|---|---|---|
Investors Capital Corp.
 Investors Capital Corp. Investment Banks/BrokersFinance Founded in 1992, Investors Capital Corp. is an independent SEC-registered broker/dealer headquartered in Lynnfield, Massachusetts. The firm is a subsidiary of Investors Capital Holdings Ltd. They provide a full array of trading and execution services for their clients. The firm does not provide any internal research. Investors Capital Corp. is a member FINRA, NASD and SIPC. | Chairman | 2011-08-01 |
| INVESTORS CAPITAL HOLDINGS LTD | Founder | 2011-08-01 |
Eastern Point Advisors, Inc.
 Eastern Point Advisors, Inc. Investment ManagersFinance Eastern Point Advisors, Inc. is a registered investment advisor based in Lynnfield, Massachusetts. The firm is a subsidiary of Investors Capital Holdings Ltd. | President | 2005-05-31 |
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Training of Theodore Everett Charles
| Ithaca College | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 10 |
|---|---|
Investors Capital Holdings Ltd.
 Investors Capital Holdings Ltd. Financial ConglomeratesFinance Investors Capital Holdings Ltd. is a financial services holding company that operates primarily through its wholly-owned subsidiary, Investors Capital Corp. The company operates through two segments: Broker-dealer Services and Investment Advisory Services. The Broker-dealer Services segment includes corporate stocks and bonds, United States Government securities, municipal bonds, mutual funds, variable annuities, alternative investments and variable life insurance, including provision of market information, internet trading and portfolio tracking facilities and records management. The Investment Advisory Services segment includes asset management, conducting business as investor's capital advisory services. Investors Capital Holdings was founded by Timothy B. Murphy in July 1995 and is headquartered in Lynnfield, MA. | Finance |
Essex Securities LLC
Essex Securities LLC Investment Banks/BrokersFinance Essex Securities LLC operates as brokerage firm. The firm provides assistance in bonds, variable annuities, government securities, long term care, life insurance, estate plans, profit sharing plans, check writing, brokerage accounts and variable life insurance. The company was founded by Theodore Everett Charles in 1994 and is headquartered in Topsfield, MA. | Finance |
Eastern Point Advisors, Inc.
Eastern Point Advisors, Inc. Investment ManagersFinance Eastern Point Advisors, Inc. is a registered investment advisor based in Lynnfield, Massachusetts. The firm is a subsidiary of Investors Capital Holdings Ltd. | Finance |
Investors Capital Corp.
Investors Capital Corp. Investment Banks/BrokersFinance Founded in 1992, Investors Capital Corp. is an independent SEC-registered broker/dealer headquartered in Lynnfield, Massachusetts. The firm is a subsidiary of Investors Capital Holdings Ltd. They provide a full array of trading and execution services for their clients. The firm does not provide any internal research. Investors Capital Corp. is a member FINRA, NASD and SIPC. | Finance |
Financial Institutions Insurance Association
Financial Institutions Insurance Association Miscellaneous Commercial ServicesCommercial Services Part of Bank Securities Association, Financial Institutions Insurance Association operates a business association providing for the marketing of insurance and annuities. The company is based in Valley Center, CA. Financial Institutions Insurance Association was acquired by Bank Securities Association on September 17, 2002. | Commercial Services |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Commercial Services |
| Easter Seals Massachusetts | |
| The National Association of Life Cos. | |
| Revere Federal Savings & Loan Association | |
National Association of Securities Dealers, Inc.
National Association of Securities Dealers, Inc. Investment Banks/BrokersFinance National Association of Securities Dealers, Inc. provides financial regulatory services. The non-profit company is based in Washington and has subsidiaries in the United States. The American company was founded by Richard B. Jennings, Vince Means. | Finance |
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