Charles Crist
Charles Crist is a registered investment advisor at Raymond James & Associates, INC., based in Greensboro, GA, with 29 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
Greensboro, GA
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2012Customer Dispute
July 2001Criminal
July 1986Other Business Activities
Charles is the Chairman of the Board for the United Way of St. Johns County since 2012, organizing and leading meetings and fundraising campaigns. He is also an Advisory Council Member for the Flagler Healthcare Foundation, assisting with cultivating gifts, dedicating minimal time to this role.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
First Union Brokerage Services, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations39 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.