Charles SatterwhiteCRD Number: 1241919
Current Firm: Raymond James & Associates, Inc.
Charles Satterwhite (CRD# 1241919) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenville, NC and has over 33 years of experience in the finance industry.
Carolina Financial Services Group, Inc.
Carolina Wealth Management, Inc.
On Investment Management Co
|Raymond James & Associates||Greenville, NC||Sep 2014 - Current||3|
|Capital Investment Brokerage, Inc.||Raleigh, NC||Apr 1997 - Sep 2014||17|
|Capital Investment Counsel, Inc.||Raleigh, NC||Aug 1996 - Sep 2014||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1984|
|S65||NASAA Investment Advisors Law Examination||Jun 1993|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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