CC
CFP
CC
CFP

Charles Crowther

42 Years of Experience
Birmingham, AL
Broker

Charles Crowther is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Birmingham, AL, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

201 Office Park Drive S, Suite 175, Birmingham, AL, 35223

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Charles is a member of Rockhill Financial LLC, dedicating minimal time. He is also a partner in Sea Bay LLC and Sea Gro LLC, and an owner of Seawright Farms Inc, all family farms, spending a few hours per week on each.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
July 2009 - Present · 17 yrs
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2008 - July 2009 · 1 yr 6 mos
Wells Fargo Advisors, LLC
January 2008 - July 2009 · 1 yr 6 mos
A. G. Edwards & Sons, INC.
May 1999 - January 2008 · 8 yrs 8 mos
A. G. Edwards & Sons, INC.Broker
October 1990 - January 2008 · 17 yrs 3 mos
Legg Mason Wood Walker, IncorporatedBroker
October 1988 - October 1990 · 2 yrs
Howard, Weil, Labouisse, Friedrichs INC.Broker
April 1983 - October 1988 · 5 yrs 6 mos
State Registrations15 states
ALCACODCFLGAILKYMNMSNCPATNTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Charles Crowther - Financial Advisor | TrueAdvisor