CB
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Charles Brewer
27 Years of Experience
Madison, MS
1 DisclosureBroker
Charles Brewer is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Madison, MS, 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 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
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Location
100 Fountains Blvd, Suite 200, Madison, MS, 39211
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2005Denied
Other Business Activities
Charles is an independent contractor and financial advisor associated with Van Skiver Financial Services LLC since 2010. This takes about half of Charles's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2010 - Present · 15 yrs 9 mos
Raymond James Financial Services, INC.Broker
October 2010 - Present · 15 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2006 - October 2010 · 4 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2006 - October 2010 · 4 yrs 8 mos
Edward JonesBroker
February 1999 - February 2006 · 7 yrs
State Registrations15 states
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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.