Charles Claus
Charles Claus is a registered investment advisor at Raymond James & Associates, INC., based in Charleston, SC, with 23 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
360 Concord Street, Suite 210, Charleston, SC, 29401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is on the board of directors for the Children's Museum of the Lowcountry, a non-profit organization, dedicating minimal time. He is also a passive LLC member in Apex: Active Play Experience for Kids.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
First Citizens Securities CorporationBroker
First Citizens Asset Management, INC
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations23 states
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