Charles Genois
Charles Genois is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Metairie, LA, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
110 Veterans Memorial Blvd., Suite 400, Metairie, LA, 70005
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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 serving clients and working with senior management to service a term life platform, dedicating minimal time to these activities. He is also a founding and managing member of Charles Genois & Co., LLC and sole owner/manager of IMPERA Wealth Management LLC, spending about half his time on these support company activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Pan-American Investment Advisers, INC.
Pan-American Financial AdvisersBroker
Intersecurities, INC.Broker
W. S. Griffith & CO., INC.Broker
Home Life Insurance CompanyBroker
State Registrations43 states
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