Charles Spears
Charles Spears is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Franklin, TN, 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
Firm Size
IM Fee
Assets Under Management
Location
2555 Meridian Boulevard, Suite 180, Franklin, TN, 37067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Charles is a partner in Cordell Holdings, LLC, an advisory board member for Forest Hills Baptist Church's Missions Endowment Fund, and an owner/proprietor of Foxbourne Holdings, LLC (rental real estate). Charles also works as an insurance agent for Highland Capital and is a managing partner at Southern Springs Capital Group, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations23 states
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