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Charles Collins

38 Years of Experience
Columbus, GA
2 DisclosuresBroker

Charles Collins is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Columbus, GA, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1 Bradley Park Court, Suite C, Columbus, GA, 31904

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
October 2005
Customer Dispute
October 2005
Withdrawn
Other Business Activities

Charles is the President and Member of Buttonwood Wealth Management, LLC, and a Managing Partner and Member of Southeast Private Wealth, LLC. He dedicates minimal time to Buttonwood Wealth Management and a few hours per week to Southeast Private Wealth.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2018 - Present · 7 yrs 6 mos
Raymond James Financial Services, INC.Broker
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
Raymond James & Associates, INC.
February 2013 - November 2018 · 5 yrs 9 mos
Raymond James & Associates, INC.Broker
February 2013 - November 2018 · 5 yrs 9 mos
Morgan Keegan & Company, INC.
January 2006 - February 2013 · 7 yrs 1 mo
Morgan Keegan & Company, INC.Broker
January 2006 - February 2013 · 7 yrs 1 mo
Merrill Lynch Pierce Fenner & Smith INC.
April 2004 - November 2005 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1994 - November 2005 · 11 yrs 10 mos
Synovus Securities, INC.Broker
November 1988 - January 1994 · 5 yrs 2 mos
Cb&t Discount BrokerageBroker
May 1987 - October 1988 · 1 yr 5 mos
State Registrations27 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 Collins - Financial Advisor | TrueAdvisor