Charles West (CRD# 2087955) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fort Walton Beach, FL and has over 32 years of experience in the finance industry.
CRD# 5317764
Edward Jones
CRD# 2232110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4050337
B. Riley Wealth Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Seawest Financial Inc. | Walton Beach, FL | Dec 2023 - Current | < 1 |
Independent Retirement Associates | Fort Walton Beach, FL | Feb 2015 - Current | 9 |
Institutional Brokerage Consulting LLC | Fort Walton Beach, FL | Aug 2011 - Current | 12 |
Raymond James Financial Services Advisors, Inc. | Ft. Walton Beach, FL | Jan 2009 - Current | 15 |
Destin Financial Services, Inc. | Fort Walton Beach, FL | Jan 2009 - Current | 15 |
Raymond James Financial Services, Inc. | Gadsden, FL | Sep 2001 - Current | 22 |
W.r.m. Ventures.llc | Niceville, FL | Aug 2001 - Nov 2018 | 17 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1991 |
- AL
- FL
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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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