Skip to content

Charles Arnold

Investment adviser representative at Forthright Wealth Management in Alpharetta, GA

Investment adviser registrationUpdated

Charles Arnold is an investment adviser representative at Forthright Wealth Management, LLC, an investment adviser managing $773M, and works from its Alpharetta, GA office. Charles Arnold has been registered through Forthright Wealth Management since 8 August 2024, has 2 years in the industry across 1 firm and has passed the Series 65.

2
Years in industry
2
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Charles Arnold has been an investment adviser representative at Forthright Wealth Management since August 2024, and is not listed among the firm’s executive officers or direct owners.

Forthright Wealth Management, LLC is an Alpharetta, GA firm with $773M under management, 575 clients and 6 advisers in one office, as of its August 2026 filing.

  1. – present · 2 years
    Alpharetta, GA · Adviser representative · Firm CRD 220515

Credentials and registrations

Investment adviser representative registrations

Charles Arnold is registered as an investment adviser representative in Georgia, since August 2024.

  • GeorgiaSince 8 August 2024

Examinations

Series 6523 July 2024
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Charles Howard Arnold
CRD
7881639
Office
11780 NORTHFALL LANE, SUITE 303, Alpharetta, GA 30009
Registration
Investment adviser registration
In the industry since
August 2024
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Charles Arnold work?

Charles Arnold is an investment adviser representative registered through Forthright Wealth Management, LLC since August 2024, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Charles Arnold a financial advisor?

Yes. Charles Arnold has a current investment-adviser registration in Georgia, through Forthright Wealth Management since August 2024.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Charles Arnold have?

Charles Arnold has 2 years in the financial industry, since August 2024, across 1 adviser firm.

Source: IAPD individual record, checked 24 October 2026

What exams has Charles Arnold passed?

Charles Arnold passed the Series 65 in July 2024.

Source: IAPD individual record, checked 24 October 2026

Where is Charles Arnold based?

Charles Arnold’s registered office is in Alpharetta, GA.

Source: IAPD individual record, checked 24 October 2026

Is Charles Arnold registered with FINRA?

No. Charles Arnold has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Charles Arnold’s record?

Search CRD 7881639 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Arnold’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Forthright Wealth Management

Sources

  1. IAPD individual record, CRD 7881639, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Forthright Wealth Management, LLC, filed 13 August 2026. Executive officers and direct owners; this person is not among them.