CZ
CZ
Charles Zimmerman
33 Years of Experience
Houston, TX
2 DisclosuresBroker
Charles Zimmerman is a registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
8955 Katy Freeway, Suite 312, Houston, TX, 77024
Get directionsHistory
Regulatory History (2)
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Customer Dispute
August 1999Settled
Customer Dispute
June 1999Settled
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
September 1995 - Present · 30 yrs 8 mos
Raymond James & Associates, INC.
September 1995 - Present · 30 yrs 8 mos
Previous Registrations
A. G. Edwards & Sons, INC.Broker
February 1993 - September 1995 · 2 yrs 7 mos
State Registrations23 states
AZCACOCTDCFLIDILINKSLAMAMDMNNJNYOKORTNTXUTVAWA
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.