Charles Satterwhite
Charles Satterwhite is a registered investment advisor at Raymond James & Associates, INC., based in Greenville, NC, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2635 Charles Blvd., Greenville, NC, 27858
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles owns and operates Bynum Farms since 2014, dedicating minimal time to it. He is also a partner in a real estate brokerage/development business since 2023, spending minimal time on it as well.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Capital Investment Counsel INC
Capital Investment Brokerage, INC.Broker
Capital Investment Group, INC.Broker
Smith Barney INC.Broker
State Registrations40 states
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