Charles Bosworth
Charles Bosworth is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Winter Park, FL, with 30 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
1400 W. Fairbanks Ave Suite 104, Winter Park, FL, 32789
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2002Customer Dispute
November 1997Other Business Activities
Charles is the owner and president of Bosworth Financial, LLC, the corporate entity through which he receives financial advisory fees, dedicating minimal time. He also owns a tax preparation business, spending a few hours per week on individual tax planning and preparation.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Global Capital Advisors, LLC
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations23 states
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.