Charles Brown
Charles Brown is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Madison, MS, with 26 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
1017 Highway 51, Madison, MS, 39110
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2010Other Business Activities
Charles operates under the DBA Trustmark Financial Services for his LPL business. He also owns TS Peeve, LLC, a company that manufactures and distributes books and toys, taking about 10% of his time, and Pinnacle Holdings LLC, a real estate rental business, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.Broker
Trustmark Securities, INC.Broker
First Tennessee Brokerage, INC.Broker
Carty & Company, INC.Broker
Pruco Securities CorporationBroker
State Registrations14 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.