CB
CB

Charles Bourne

9 Years of Experience
Ridgeland, MS
Broker

Charles Bourne is a registered investment advisor at Raymond James & Associates, INC., based in Ridgeland, MS, with 9 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

200 Concourse Suite 100, 1062 Highland Colony Parkway, Ridgeland, MS, 39157

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Charles is a Finance/Investment Committee Member for the Louis Wilson Student Managed Fund at Millsaps College. He dedicates minimal time to this role, providing feedback to students on their stock holdings.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2016 - Present · 9 yrs 8 mos
Raymond James & Associates, INC.Broker
August 2016 - Present · 9 yrs 9 mos
State Registrations33 states
ALARCACOCTDCDEFLGAKSLAMAMDMEMIMOMSNCNHNJNVNYOHOKORPARISCTNTXUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.