CN
CFP
CN
CFP
Charles Nedbal
40 Years of Experience
Houston, TX
1 DisclosureBroker
Charles Nedbal is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, with 40 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
5847 San Felipe Street, Ste 3900, Houston, TX, 77057
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2010Settled
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2009 - Present · 17 yrs 3 mos
Raymond James & Associates, INC.
February 2009 - Present · 17 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 1986 - February 2009 · 22 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1986 - February 2009 · 23 yrs 1 mo
State Registrations12 states
COFLINKSLAMNMONYOHOKTXWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.