CB
CB

Charles Bledsoe

17 Years of Experience
Hermitage, TN
Broker

Charles Bledsoe is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hermitage, TN, with 17 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

4736 Andrew Jackson Pkwy, Hermitage, TN, 37076

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Charles is the owner/proprietor of Next Level Neighbor LLC, an e-commerce business selling beach blankets, since 2022. He dedicates minimal time to this business.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2022 - Present · 4 yrs 1 mo
Raymond James Financial Services, INC.Broker
August 2022 - Present · 4 yrs 1 mo
Previous Registrations
Truist Advisory Services, INC.
January 2017 - August 2022 · 5 yrs 7 mos
Truist Investment Services, INC.Broker
March 2014 - August 2022 · 8 yrs 5 mos
Amsouth Investment Services, INC.Broker
December 2001 - March 2006 · 4 yrs 3 mos
Invest Financial CorporationBroker
February 1999 - December 1999 · 10 mos
State Registrations9 states
COGAKYMOMSNCOHSCTN
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Charles Bledsoe - Financial Advisor | TrueAdvisor