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Charles Rebhan
26 Years of Experience
Jacksonville, FL
1 DisclosureBroker
Charles Rebhan is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Jacksonville, FL, 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
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
9995 Gate Parkway Suite 300, Jacksonville, FL, 32246
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2006Denied
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2021 - Present · 5 yrs 3 mos
Raymond James Financial Services, INC.Broker
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Ameriprise Financial Services, LLC.
February 2012 - February 2021 · 9 yrs
Ameriprise Financial Services, LLCBroker
February 2012 - February 2021 · 9 yrs
Bbva Wealth Solutions INC.
October 2010 - March 2012 · 1 yr 5 mos
St Johns Wealth Management
July 2010 - October 2010 · 3 mos
Bbva Compass Investment Solutions, INCBroker
April 1999 - March 2012 · 12 yrs 11 mos
State Registrations19 states
ALCACTFLGAINKYMDMINCNJNVNYPARISCTNTXWA
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.