Charles L Padilla, CLU®, ChFC®, CASL®

Financial Advisor

Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to know you. And, before you can feel comfortable sharing goals and dreams, you need to know me. 

I am licensed in 19 states; however I work primarily in New Mexico, Texas, Oklahoma and NW Arkansas. After beginning work in NW Arkansas in l993 I needed a way to understand the business climate there. I wrote “Northwest Arkansas, the Arkansas River Navigation System, Right to Work, The Rust Belt, and the Broader Movement of Industry into the Southern US during l956-l984.” This was a ‘golden age,’ which for Fort Smith, Arkansas meant a creation of a middle class and a reversal of out-migration dating from l930. This study was critical in understanding the business development of a local area, and remains insightful to business owners there today. This type of analysis helps understand the special needs of the family-owned business owner. In this way, and through research and face-to-face contact, I try to understand the context in which individuals face their challenges and opportunities.

I am a life member of the Million Dollar Round Table, and for 29 years have been a member of the Top of the Morning Study Group, a group of 25 agents who meet for 5 days annually to discuss cases related to insurance and estate planning. It has met continually for 64 years.  

 

Education

Degree Major Institution
Bachelor of Arts Accounting/ Journalism New Mexico Highlands University

Awards and Recognition

 

Million Dollar Round Table Provisional Member 1977, 1979

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying Member 1981, 1983-1987

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying/Life Member 1988-1990, 1994-2016

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2011-2015

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 1975, 1977-1979, 1981-1985, 1989-1995, 2000, 2002-2004, 2008-2010

Award recognizing persistency and performance

 

National Sales Achievement Award 1977-1990

Award recognizing performance

 

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