Charles Clawson
Charles Clawson is a registered investment advisor at Raymond James & Associates, INC., based in Shreveport, LA, with 27 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
401 Market Street, Suite 1400, Shreveport, LA, 71101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles is the treasurer and board member for Montessori of Shreveport, a board member for Noel United Methodist Church's finance/investment committee, and an officer/partner/owner of Ontario Land Co. LLC and Ontario Production LLC. He also acts as a trustee for a life insurance trust.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
State Registrations25 states
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