CD
Charles Dewey Barham
CRD 4157445
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Cassia Capital Partners Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Cassia Capital Partners Llc
Managing Partner And Chief Compliance Officer · 25% – 50% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗