CG
CG

Charles Gocken

8 Years of Experience
Bexley, OH
Broker

Charles Gocken is a registered investment advisor at Raymond James & Associates, INC., based in Bexley, OH, with 8 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
Loading...

Location

2154 E. Main Street, Suite # 201, Bexley, OH, 43209

Get directions

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.

Learn about disclosures →
Other Business Activities

Charles is a partner in G&W Properties LLC, a rental real estate business, since January 2025. He spends a few hours per week managing the real estate and collecting rent.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2017 - Present · 9 yrs
Raymond James & Associates, INC.Broker
August 2017 - Present · 9 yrs 1 mo
Raymond James & Associates, INC.
August 2017 - Present · 9 yrs 1 mo
State Registrations30 states
AZCACOCTDCFLGAILINKYLAMAMDMEMIMNMOMTNCNHNVNYOHPASCTNTXVAWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.