Charles Mintz
Charles Mintz is a registered investment advisor at Raymond James & Associates, INC., based in Wilmington, NC, with 44 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
101 Autumn Hall Drive, Suite 220, Wilmington, NC, 28403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is a committee member at First Presbyterian Church, reviewing reports on the endowment portfolio, and an executive board member for the Cape Fear Council of Boy Scouts of America. These activities require minimal time commitment.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Scott & Stringfellow, LLC
Scott & Stringfellow, LLCBroker
Scott & Stringfellow, INC.Broker
Fox, Graham & Mintz Securities, INC.Broker
Wheat, First Securities, INC.Broker
State Registrations25 states
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