Charles Rankin has been an investment adviser representative at Hilltop Wealth Advisors since January 2025, and is not listed among the firm’s executive officers or direct owners.
Hilltop Wealth Advisors, LLC is a Chapel Hill, NC firm with $636M under management, 588 clients and 11 advisers in one office, as of its September 2026 filing.
Charles Rankin’s longest registration was 5 years at Edward Jones (2019–2025). Before joining Hilltop Wealth Advisors in 2025, Charles Rankin was registered through Edward Jones.
- Hilltop Wealth Advisors, LLCCurrent– present · 1 yearChapel Hill, NC · Adviser representative · Firm CRD 283014
- Edward Jones– · 5 yearsDurham, NC · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Charles Rankin is registered as an investment adviser representative in North Carolina, since January 2025.
- North CarolinaSince 17 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 6 April 2019 |
| Series 7TO | General Securities Representative Examination | 16 March 2019 |
| SIE | Securities Industry Essentials Examination | 20 February 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Charles Alexander Rankin
- CRD
- 7063631
- Firm
- Hilltop Wealth Advisors · CRD 283014
- Office
- 6340 QUADRANGLE DRIVE, SUITE 100, Chapel Hill, NC 27517
- Registration
- Investment adviser registration
- In the industry since
- March 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Charles Rankin work?
Charles Rankin is an investment adviser representative registered through Hilltop Wealth Advisors, LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Charles Rankin a financial advisor?
Yes. Charles Rankin has a current investment-adviser registration in North Carolina, through Hilltop Wealth Advisors since January 2025.
How many years of experience does Charles Rankin have?
Charles Rankin has 7 years in the financial industry, since March 2019, across 2 adviser firms.
What exams has Charles Rankin passed?
Charles Rankin has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in February 2019.
Where is Charles Rankin based?
Charles Rankin’s registered office is in Chapel Hill, NC.
Is Charles Rankin registered with FINRA?
No. Charles Rankin has no current broker registration.
How can I verify Charles Rankin’s record?
Search CRD 7063631 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Rankin’s full registration record.