CHARTER ADVISORY CORPORATION - Key Persons
David G. Yearwood, CFP® is a graduate of Indiana State University where he received his bachelor's degree in Social Sciences Education, and a Master of Science in Education from Indiana University. Mr. Yearwood taught for nine years at the junior and senior high school levels in both public and private school systems. A Registered Representative of LPL Financial and a licensed insurance agent, Mr. Yearwood is Vice President of the Charter Advisory Corporation. Dave has received the Five Star Wealth Manager award for 2022 for his 11th consecutive year. Learn more about his award here: https://www.fivestarprofessional.com/Spotlights/102591.
Job Titles:
- LPL Registered Representative
Dennis Kenley had his interest in finance shaped early by seeing his father every Saturday morning with his Wall Street Journal. His father researching and achieving reasonable investment gains while keeping his risks as low as possible. Decades later Dennis says his father's approach to building wealth remains. Dennis completely focuses his passion now with helping investors establish, maintain and preserve their financial futures.
Julie A. Thompson, CFP® is a graduate of Indiana University where she received her Bachelor of Science degree in Business. She has licenses for life, health, disability, and long-term care insurance and is a member of the Financial Planning Association of Greater Indiana. Julie is a Certified Financial Planner, a registered representative of LPL Financial as well as an investment advisor representative of Charter Advisory Corporation.
Michael J. Kelley, CPA, CFP® is a life-long resident of Indianapolis. He is a graduate of Michigan State University where he received his degree in accounting. Mr. Kelley is a Certified Public Accountant and a member of the Indiana CPA Society. He formerly practiced with a national CPA firm. Mr. Kelley is a licensed insurance broker, a Certified Financial Planner, and a Registered Principal of LPL Financial. Mr. Kelley is the President of the registered investment advisory firm Charter Advisory Corporation.
Job Titles:
- LPL Registered Administrative Associate
Michael Macius Graduated from Austin Peay State University with a BBA in Finance. Additionally, he went on to earn his MBA in Finance from Michigan State University. After completing his MBA, he stayed at the school to coach for the football team. He is licensed for Life, Health, Disability, and Long-Term Care insurance and holds the following registrations with FINRA: Series 7, Series 63, Series 66 and Series 24. Michael holds the title of Registered Administrative Assistant with LPL Financial.
Job Titles:
- LPL Registered Representative
Randall E. Harrison began a second career in finance in 2003, joining his family insurance agency in Indianapolis where he sold all lines of insurance. He remains a fully licensed insurance agent. In 2008, he branched out to launch a...
Randall E. Harrison began a second career in finance in 2003, joining his family insurance agency in Indianapolis where he sold all lines of insurance. He remains a licensed insurance agent. In 2008, he branched out to launch a financial planning practice. He is a registered representative of LPL Financial, and provides financial planning services through Charter Advisory Corporation. Randy is an ordained minister and veteran of the U.S. Air Force. He earned a bachelors degree in philosophy from Wheaton College, IL, and a masters degree from Butler University, IN, in religious studies.