Raymond James Financial Services Advisors, Inc
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About this Advisor
Charles Bosworth is a certified financial planner who works in Orlando, Florida. Currently a registered advisor with Raymond James Financial Services Advisors, Inc, they have accumulated 12 years of practice as an investment advisor. Bosworth maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative. Bosworth is able to advise customers in Florida. The advisor has gained experience at Raymond James & Associates, Inc, Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Bcw Financial Consultants, LLC and Chuck Bosworth, Cfp. Raymond James Financial Services Advisors, Inc is headquartered in Orlando, Florida, and operates out of 2,040 other locations in the country. In aggregate, Raymond James Financial Services Advisors, Inc oversees $81 billion in assets dispersed across 280,698 accounts and retains more than 5,600 people. The amount of assets the firm manages places it among the largest financial advisory firms in the nation. The firm manages 151,196 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the investment firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Raymond James Financial Services Advisors, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Raymond James Financial Services Advisors, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Charles Bosworth Work History
Charles has 12 years of experience.
Chuck Bosworth, Cfp
Raymond James Financial Services
Raymond James Financial Services Advisors Inc
Bcw Financial Consultants, LLC
Raymond James & Associates, Inc
Charles Bosworth has disclosures.
Please visit their SEC profile for more details.