Charlie is a Registered Representative, Registered Principal, and a Registered Investment Advisor Representative at the Raymond James Financial Services, Inc. office in Jackson, MS. He serves as branch manager. A graduate of Delta State University, he completed the American Institute of Banking programs, is a CERTIFIED FINANCIAL PLANNER™ professional, and has been involved in the investment and administration of retirement plans since 1975, which is when he joined the Trust Division of Deposit Guaranty National Bank. He was head of the Retirement Plan department within the Trust Division when he left in 1980 to become co-owner of a retirement planning firm.
Charles graduated from The University of Mississippi School of Accountancy in 2001 and received his Masters of Accountancy in 2002. He worked in the audit department for Deloitte & Touche, LLP in Memphis, TN for three years. His clients were primarily SEC registered, and he has extensive experience in auditing the retirement plans of publicly traded companies. He joined Raymond James in October of 2005 and serves as a Registered Representative, Registered Principal, and Registered Investment Advisor Representative, and is a Certified Public Accountant*.
*CPA services are not provided by Raymond James.
Frances has worked with Charlie in the retirement plan industry since 1983. Frances handles retirement plan administration and client communications.
Laura has worked with Charlie since 1994, and prior to joining Charlie's business, she worked for an area CPA firm for 20 years.
Laura handles retirement plan administration, client and Raymond James communications.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 6,500 financial advisors
- 2.4 million client accounts
- 2,600 locations (United States, Canada and abroad)
- $372 billion in client assets
- $38 billion managed by its subsidiary asset managers
Raymond James Financial was named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results.
