Charles Crawford
Charles Crawford is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Urbana, IL, with 21 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
201 Main Street, Urbana, IL, 61801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles works as an associate/employee at Busey Bank, focusing on relationship management for high-value clients and referring investment business to Busey Investment Services, dedicating about half of his time. He also supports Busey Investment Services by making referrals to RJ associates, spending minimal time on this activity and receiving no direct compensation.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
First Union Securities, INC.Broker
State Registrations2 states
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