Charles Lanford
Charles Lanford is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Scottsdale, AZ, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Scottsdale, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles owns 15% of Harper Farm, LLC, a family farm used for recreational purposes, and serves as a non-officer board member. He is also the named executor for Nancy Lanford and the owner of Lanford Wealth Management, Inc., an S Corporation for legal and tax purposes; all of these activities require minimal time.
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
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations40 states
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