Charles Cowen
Charles Cowen is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lake City, FL, with 13 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
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
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