CI
CI

Charles Inman

2 Years of Experience
Cottonwood Heights, UT
Broker

Charles Inman is a registered investment advisor at Raymond James & Associates, INC., based in Cottonwood Heights, UT, with 2 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

2750 E. Cottonwood Parkway, #520, Cottonwood Heights, UT, 84121

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
January 2024 - Present · 2 yrs 4 mos
Raymond James & Associates, INC.Broker
December 2023 - Present · 2 yrs 5 mos
State Registrations23 states
AZCACOFLHIIDILINMAMNMOMTNENJNVNYORSCTXUTVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Charles Inman - Financial Advisor | TrueAdvisor