Charles Benson
Charles Benson is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in New Bern, NC, with 20 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
212 S Front Street, New Bern, NC, 28560
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles owns Benson II Commercial LLC and CGB Holdings, both rental real estate businesses, and dedicates minimal time to each. He is also an officer of Benson Wealth Partners LLC, spending about half his time providing financial planning and advisory services, and treasurer of New Bern Preservation Foundation, spending minimal time reviewing financial reports.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations27 states
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