Charles Cowan, financial advisor Lake Placid NY
93 score

Charles Cowan

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Charles G. Cowan
Phone Number: 727-567-5877
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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