Charlie Gocken, financial advisor Bexley OH

Charlie Gocken

CRD Number: 6841399
Current Firm: Raymond James & Associates, Inc.
Compensation Model: Both

At Hauser Wealth Management I am able to pursue my true passion: helping individuals, families, and small businesses invest their money for the future. Our office is able to leverage the resources of Raymond James, a $12 billion financial services firm founded in 1962, while still providing individual attention. We build custom portfolios for clients using undervalued companies with strong balance sheets, consistent cash flow, and solid management. We believe this is the best way to grow and preserve wealth long term.

Please visit our website at http://www.raymondjames.com/hauserwealthmanagement/index.htm to read more.

CONTACT
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Company Name Location Dates Years
Raymond James & Associates, Inc. Bexley, OH Aug 2017 - Current 6
State Of Ohio Columbus, OH Feb 2015 - Jul 2017 2
Nationwide Insurance Columbus, OH May 2010 - Feb 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2017
Contact Info for Charlie M. Gocken
By the Numbers
  • Total Assets Under Management
    350,042
    MILLIONS
  • Total Number of Accounts
    992,551
    ACCOUNTS
  • Average Account Value
    $352,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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