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Charles Tourangeau
24 Years of Experience
Grosse Pointe Farms, MI
1 DisclosureBroker
Charles Tourangeau is a registered investment advisor at Raymond James & Associates, INC., based in Grosse Pointe Farms, MI, 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 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
15 and 21 Kercheval Avenue, 2 Suites, Same Building, Grosse Pointe Farms, MI, 48236
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2017Closed-No Action
Other Business Activities
Charles is a board member and trustee (Secretary) at Grosse Point Academy since 2015. He spends minimal time on this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
August 2023 - Present · 2 yrs 9 mos
Raymond James & Associates, INC.Broker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Hantz Financial Services, INC.
February 2011 - August 2023 · 12 yrs 6 mos
Hantz Financial Services, INC.Broker
May 2001 - August 2023 · 22 yrs 3 mos
State Registrations10 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.