CC
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Charles Church
42 Years of Experience
Houston, TX
1 DisclosureBroker
Charles Church is a registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, 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 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
500 Dallas Street, Suite 3400, Houston, TX, 77002
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2002Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
July 2005 - Present · 20 yrs 10 mos
Raymond James & Associates, INC.
June 2005 - Present · 20 yrs 11 mos
Raymond James & Associates, INC.Broker
June 2005 - Present · 20 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
December 2000 - July 2005 · 4 yrs 7 mos
UBS Financial Services INC.Broker
December 2000 - July 2005 · 4 yrs 7 mos
Prudential Securities IncorporatedBroker
March 1995 - December 2000 · 5 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1983 - April 1995 · 11 yrs 8 mos
State Registrations16 states
AKALAZCACOFLLAMAMDMONCNENJSCTXWA
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.