Joshua Charles
Joshua Charles is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rockville, MD, 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
2000 Tower Oaks Blvd, Suite 250, Rockville, MD, 20852
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2013Other Business ActivitiesSells Insurance
Joshua is a trustee for his sister's family trust since 2012 and owns a support company, Financial-360, LLC. He also works as a non-variable insurance agent, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Spc Financial INC
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Raymond James Financial Services, INC.Broker
State Registrations38 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.