Charles Cotterill
Charles Cotterill is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mill Creek, WA, with 18 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
15130 Main Street, Suite 200, Mill Creek, WA, 98012
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is the owner and president of Cotterill Wealth Services LLC, a support company associated with Raymond James Financial Services. He dedicates about half of his time to this business, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations16 states
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