Charles StantonCRD Number: 5925578
Current Firm: Raymond James & Associates, Inc.
Charles Stanton (CRD# 5925578) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 3 years of experience in the finance industry.
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The Financial Well, Inc.
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|Raymond James And Associates||St Petersburg, FL||May 2011 - Current||6|
|Federal Express||St Petersburg, FL||Feb 2006 - May 2011||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
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)