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Charles Robinton

36 Years of Experience
Tallahassee, FL
Broker

Charles Robinton is a registered investment advisor at Raymond James & Associates, INC., based in Tallahassee, FL, with 36 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

2065 Thomasville Road, Suite 201, Tallahassee, FL, 32308

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
July 2006 - Present · 19 yrs 10 mos
Raymond James & Associates, INC.Broker
June 2006 - Present · 19 yrs 11 mos
Previous Registrations
Morgan Stanley
March 1998 - June 2006 · 8 yrs 3 mos
Morgan Stanley Dw INC.Broker
March 1998 - June 2006 · 8 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
March 1990 - April 1998 · 8 yrs 1 mo
State Registrations24 states
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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 Robinton - Financial Advisor | TrueAdvisor