Charles Cowen
Charles Cowen is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lake City, FL, with 14 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
4641 W Us Highway 90, Lake City, FL, 32055
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2015Other Business Activities
Charles is the owner of Moses Wealth Advisors, LLC, which is the DBA for his branch, and a partner at Odom, Moses & Company, LLP, a CPA firm. He also serves as a board member for United Way of Suwannee Valley and University of Florida Christian Campus House.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations11 states
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
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