Charles CowanCRD Number: 1018020
Current Firm: Raymond James Financial Services Advisors, Inc.
Charles Cowan (CRD# 1018020) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake Placid, NY and has over 35 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Ameriprise Financial Services, Inc.
Invest Financial Corporation
|Raymond James Financial Services Advisors Inc.||Lake Placid, NY||Dec 2015 - Current||1|
|Raymond James Financial Services||Lake Placid, NY||Dec 2015 - Current||1|
|Janney Montgomery Scott, LLC||Lake Placid, NY||Oct 2007 - Dec 2015||8|
|A.g. Edwards||Lake Placid, NY||Mar 2000 - Oct 2007||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1981|
|S66||NASAA Uniform Combined State Law Examination||Mar 2007|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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)
- Educational seminars/workshops
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