Charles Betts
Charles Betts is a registered investment advisor at Raymond James & Associates, INC., based in Greensboro, NC, with 34 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
804 Green Valley Road, Suite 100, Greensboro, NC, 27408
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is a partner at ACM Partners LLC, where he performs administrative duties, dedicating minimal time. He also serves on the Investment Committee for the United Methodist Foundation of Western North Carolina, spending minimal time providing oversight for the Foundation's investment program.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Prudential Securities IncorporatedBroker
State Registrations24 states
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