Charles Brown
Charles Brown is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Carlsbad, CA, with 19 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
5800 Armada Dr, Ste 100, Carlsbad, CA, 92008
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2010Other Business Activities
Charles is a limited partner in ERP LLC, a real estate investment firm, and spends minimal time on it as a passive investor. Charles is also the Owner/CEO of C. Brown Properties LLC, a rental property business, dedicating a few hours per week to picking locations and managing rentals.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
City National Securities, INC.Broker
City National Securities, INC.
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward Jones
Edward JonesBroker
State Registrations4 states
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