Charles Thompson
Charles Thompson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bermuda Run, NC, with 31 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
106 York Way, Bermuda Run, NC, 27006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is a real estate agent in North Carolina and owns Lexington Park Properties LLC and Timber Park Properties LLC, both involved in rental real estate. He also owns Davie Wealth Group and Thompson Wealth Group, which support his wealth management business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Multi-Financial Securities CorporationBroker
Edward D. Jones & CO., L.P.Broker
State Registrations26 states
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