Charles C. West & AssociatesAn Independent Firm

About Us

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Charles West
Financial Planner
Branch Manager
Previous positions held:
Personal Investment Officer, Compass Brokerage, Inc.
Vice President, Compass Bank
Associate Branch Manager, MetLife Financial Services, Inc.
Education:
Business Administration, University of Mississippi
Community Groups:
Ft. Walton Beach Rotary Club
Finance Chairman, Boy Scouts of America - Choctaw District
Fort Walton Beach Chamber of Commerce
Financial Advisor Image
Eric Halter
Financial Planner
Previous positions held:
Registered Representative - MetLife Financial Services, Inc.
Financial Advisor - Massachusetts Mutual Insurance Co.
Investment Advisor - Hibernia Bank Investments - New Orleans, LA
Merrill Lynch - New Orleans, LA
Education:
Masters of Business Administration, Tulane University
C.P.A. (Certified Public Accountant - Inactive license)
Community Groups:
Ft. Walton Beach Chamber of Commerce & Host Council
American Red Cross - Team Leader
Shalimar United Methodist Church
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Candace Collister
Branch Office Assistant
Previous positions held:
A.G. Edwards and Sons, Inc. - Registered Assistant
Paine Webber, Inc. - Registered Assistant
Wealth Management, Inc. - Registered Assistant
Barnett Securities, Inc. - Registered Assistant
Education:
B.S. - Business Administration - University of West FL
Assoc. of Science - Nursing - Okaloosa Walton College
Financial Advisor Image
Chris Latta
CFP®
CERTIFIED FINANCIAL PLANNER™
Direct: 256-236-8875
Previous positions held:
N.B.C. Securities - Birmingham, AL - Operations
Farmers & Merchants Bank
Education:
Jacksonville State University - Bachelor of Science
Samford University - Master of Business Administration
Community Groups:
Leadership Calhoun County
YMCA
Jacksonville Exhange Club
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Clay Brock
Financial Planner
Investment Management Consultant
Direct: 256-236-8875
Previous positions held:
SouthTrust Securities, Inc. - Trading Floor
Jon Kling Associates Financial Planning - Investment Administrator
Education:
University of Alabama - B.S. Finance - Investment Management - Economics
Community Groups:
Calhoun County & Gadsden AL Chambers of Commerce
Board - Calhoun County Achievement Foundation
Jacksonville Exchange Club
Financial Advisor Image
Kelly Latta
Registered Sales Assistant
Direct: 256-236-8875
Previous positions held:
Farmers and Merchants Bank
Ameriprise Financial Services - Sales Assistant
Education:
Bachelor of Science in Finance - Jacksonville State University
Currently enrolled for Master of Business Administration

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 5,400 financial advisors
  • 2 million client accounts
  • 2,400 locations (United States, Canada and abroad)
  • $268 billion in client assets
  • $35 billion managed by its subsidiary asset managers

Raymond James Financial was recently 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. Please note that fees and charges will reduce an investor’s return.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

© 2011 Raymond James Financial Services, Inc., member FINRA / SIPC         Privacy Notice

CFP® | CERTIFIED FINANCIAL PLANNER™ |

Certified Financial Planner Board of Standards, Inc.,
owns the certification marks above, which it awards
to individuals who successfully complete initial and
ongoing certification requirements.

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Charles C. West & Associates
29 Eglin Parkway
Fort Walton BeachFL 32548
Phone: 888-528-2644
Fax: 866-407-8182
11490 Emerald Coast Pkwy
Suite 100
DestinFL 32550
Phone: 850-796-2045
Fax: 850-796-2101
1429 Quintard Avenue
AnnistonAL 36201
Phone: 256-236-8875
Fax: 256-236-8366
Contact Us

Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC