Charles Falor (CRD# 1352856) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint Petersburg, FL and has over 26 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 6673621
Econologics Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Roll Your Own Tobaco Shop | Naples, FL | Mar 2012 - Current | 12 |
| Not Provided | Naples, FL | Mar 2012 - Current | 12 |
| Raymond James Financial Services Advisors, Inc. | St Petersburg, FL | Jan 2009 - Current | 15 |
| Techinscan | Salt Lake City, UT | Nov 2005 - Current | 18 |
| Raymond James Financial Services | St. Petersburg, FL | Sep 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1997 |
| S66 | NASAA Uniform Combined State Law Examination | May 2005 |
- FL
- TX
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Total Assets Under Management275,430MILLIONS
-
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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