Charles West
Charles West is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Walton Beach, FL, with 35 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
Firm Size
IM Fee
Assets Under Management
Location
29 Eglin Parkway, Fort Walton Beach, FL, 32548
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles is an insurance agent since 2020, dedicating minimal time to this business. He is also a committee member for Ft Walton Beach Rotary Scholarship Inc, a non-profit, spending minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Compass Brokerage, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations20 states
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