Charles Sick
Charles Sick is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Visalia, CA, with 7 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
401 N Church Street, Visalia, CA, 93291
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is the CEO of Sick Investment Partners and Sick Investment Strategies Inc., both support companies where he works as a registered assistant. He spends about 10-20% of his time on Sick Investment Partners and about half his time or more on Sick Investment Strategies Inc.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations20 states
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