Charles Satterwhite (CRD# 1241919) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenville, NC and has over 40 years of experience in the finance industry.
CRD# 2128682
Carolina Financial Services Group, Inc.
CRD# 4216809
Edward Jones
CRD# 1106654
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James & Associates | Greenville, NC | Sep 2014 - Current | 9 |
| Farmville Presbyterian Church | Farmville, NC | Jan 2018 - Dec 2018 | < 1 |
| 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 |
- NC
- TX
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Total Assets Under Management350,042MILLIONS
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Total Number of Accounts992,551ACCOUNTS
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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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