Charles Fargo

Charles Fargo has a diverse work experience in the financial industry. Charles currently holds the position of Head of Product Partnerships at Wealthbox. Prior to this, they served as the Vice President of Product Management at Onramp Invest. Before that, they worked as the Vice President of Product Management at Advyzon | yHLsoft, Inc., where they were responsible for product strategy and management. Charles also has a strong background in technology product management, having worked as the Institutional Technology Product Manager at TD Ameritrade and the Assistant Vice President - Advisor Technology Product Management at LPL Financial. In these roles, they developed and implemented product roadmaps and prioritized customer enhancement requests. Additionally, they served as the Sr. Platform Manager - Investment Product Development and Managed Accounts Portfolio Analyst at LPL Financial, where they managed relationships with asset management firms and oversaw the onboarding process for investment managers. Charles began their career at LPL Financial as a Service Team Lead.

Charles Fargo obtained their Bachelor's degree in Business Administration and Management, General from the University of Southern California. Charles attended the university from 1999 to 2003. In addition to their degree, Charles also holds several certifications. Charles obtained the Series 7 certification from FINRA in September 2006, the Series 66 certification in December 2009, and the SIE certification in October 2018.