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Chari Rigby

8 Years of Experience
Melbourne, FL
1 DisclosureBroker

Chari Rigby is a registered investment advisor at Raymond James & Associates, INC., based in Melbourne, FL, 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
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Location

709 S. Harbor City Blvd, Suite 510, Melbourne, FL, 32901

Get directions

History

Regulatory History (1)
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Financial
April 2016
Final
Other Business Activities

Chari is a board member, finance/investment committee member, chair of the board, executive member, and committee member for the Greater Palm Bay Chamber of Commerce since 2021. This takes about 10-20% of her time, with a few hours per week during trading hours, and involves voting on decisions, serving on committees, and chairing board meetings.

Employment History
Current Registrations
Raymond James & Associates, INC.
July 2020 - Present · 6 yrs
Raymond James & Associates, INC.Broker
July 2020 - Present · 6 yrs
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
September 2019 - June 2020 · 9 mos
Stifel, Nicolaus & Company, IncorporatedBroker
September 2019 - June 2020 · 9 mos
LPL Financial LLC
March 2018 - August 2019 · 1 yr 5 mos
LPL Financial LLCBroker
November 2017 - August 2019 · 1 yr 9 mos
State Registrations12 states
ALAZCOFLGAIDMDMENCNJTXVA
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.