Charles White
Charles White is a registered investment advisor at Raymond James & Associates, INC., based in Boca Raton, FL, with 33 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
1 Town Center Road, 10th Floor, Boca Raton, FL, 33486
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles serves as an advisory board member for the investment committee of The Diocese of Southeast Florida- Episcopalian Church. He dedicates a few hours per week to this role, providing oversight of accounts managed by Goldman Sachs.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
The Robinson-Humphrey Company, LLCBroker
J.C. Bradford & CO.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations49 states
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