Charles Inman (CRD# 6120033) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Cottonwood Heights, UT and has 1 year of experience in the finance industry.
CRD# 3037835
Rock House Financial
CRD# 1473328
Brookstone Capital Management LLC
CRD# 6515855
Ignite Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James & Associates, Inc. | Cottonwood Heights, UT | Jul 2023 - Current | < 1 |
| Unemployed | New York, NY | Jan 2022 - Jul 2023 | 1 |
| Mizuho Bank Ltd | New York, NY | Feb 2018 - Jan 2022 | 3 |
| Unemployed | New York, NY | Sep 2017 - Feb 2018 | < 1 |
| National Futures Association | New York, NY | Jun 2014 - Sep 2017 | 3 |
| Michigan State University | East Lansing, MI | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- UT
-
Total Assets Under Management350,042MILLIONS
-
Total Number of Accounts992,551ACCOUNTS
-
Average Account Value$352,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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