Charles Schulz
Charles Schulz is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mentor, OH, 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
7473 Center Street, Mentor, OH, 44060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is a limited partner at Carver Financial Services LLC and president of KSLA LLC, both support companies. He also serves as treasurer for the Crosswinds Village Homeowners Association, collecting fees and paying expenses, dedicating minimal time to the latter two activities and about half his time to Carver Financial Services.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
State Registrations39 states
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