Charles Isaacs
Charles Isaacs is a registered investment advisor at Raymond James & Associates, INC., based in Woodland Hills, CA, with 39 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
6320 Canoga Ave, Suite 900, Woodland Hills, CA, 91367
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2014Other Business Activities
Charles is involved in rental real estate, handling finances for a property with a partner since 2012, dedicating minimal time. He is also a managing member of Foreground Properties, LLC, another rental real estate venture, since 2014, also dedicating minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations25 states
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.