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6801 Cahaba Valley Road, Suite 206 Birmingham, AL 35242

Mon – Fri: 8:00am – 5:00pm

(659) 238-0010

Charles Anderson, JD, CLU, ChFC

Vice President

Charles Anderson serves as a Vice President of Advo(k)ate Advisors, LLC (a registered office of Osaic Wealth, Inc.). He has over 50 years of experience in the tax qualified plan retirement space. Charles was a founding member of the team, and his wealth of knowledge and experience is invaluable. He holds a Bachelor of Arts degree from Birmingham-Southern College and a Juris Doctorate from the Birmingham School of Law. Charles holds the Chartered Life Underwriter and the Chartered Financial Consultant designations from the American College. Charles holds securities registrations 7, 63, 1, 24 and 51. He is a past President and former member of the Board of the Birmingham Chapter of the Society of Financial Services Professionals, and a past President and former member of the Board of the Cahaba Heights Athletic Association.


Bachelor of Arts Degree
Birmingham-Southern College

Juris Doctorate
Birmingham School of Law

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