Charles Barber
Charles Barber is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Snoqualmie, WA, with 14 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
37624 SE Fury Street Suite 203, Snoqualmie, WA, 98065
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is the CEO of CCB Wealth Management, a DBA he uses for taxes and income management related to Raymond James, dedicating minimal time to it. He also owns Snoqualmie Valley Financial, another DBA under CCB Wealth Management, spending about half his time on it.
Employment History
Current Registrations
Raymond James Financial Services, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations12 states
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