Charles Soprano
Charles Soprano is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lafayette, LA, with 24 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
300 Rue Beauregard, Building E, Lafayette, LA, 70508
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is involved in several business activities, including being part owner of Investment Partners of Acadiana, LLC and Soprano Holdings, LLC, and owning So Fit - Lafayette, LLC & So Fit - Youngsville, LLC. He also owns Soprano Family Properties LLC, rental real estate, and is on the finance committee for Sacred Heart Church and the advisory board for St. Thomas More Catholic High School.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Citigroup Global Markets INC.Broker
State Registrations22 states
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