Charles Cotterill, financial advisor Mill Creek WA

Charles Cotterill

CRD Number: 5288725
Current Firm: Raymond James Financial Services Advisors, Inc.

Charles Cotterill (CRD# 5288725) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mill Creek, WA and has over 16 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Cotterill Wealth Services, LLC Mill Creek, WA Feb 2019 - Current 5
Cotterill Wealth Services LLC Mill Creek, WA Feb 2019 - Current 5
Raymond James Financial Services, Inc. Mill Creek, WA Jan 2019 - Current 5
Raymond James Financial Services Advisors, Inc. Mill Creek, WA Jan 2019 - Current 5
Cotterill Rv Rental Snohomish, WA May 2018 - Dec 2022 4
Edward Jones St. Louis, MO Feb 2007 - Jan 2019 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Charles D. Cotterill
Phone Number: 727-567-3020
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
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, WY

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