Charles
Bosworth

Raymond James Financial Services Advisors, Inc

CRD#2635564
Investment Advisor
in Orlando, FL
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

12 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

720 Rugby Street Suite 200
Orlando, FL 32804

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

FL Average: $1,855,561,029
Total Number of Employees

6,224

FL Average: 62
Total Number of Accounts

343,734

FL Average: 2,474
Average Account Size

$301,664

FL Average: $750,025

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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
  • Other

Charles Bosworth Work History

Charles has 12 years of experience.

2017 - Present (2 years)

Chuck Bosworth, Cfp

2015 - Present (4 years)

Raymond James Financial Services

2015 - Present (4 years)

Raymond James Financial Services Advisors Inc

2015 - Present (4 years)

Bcw Financial Consultants, LLC

2006 - 2015 (9 years)

Raymond James & Associates, Inc

Disclosures

Charles Bosworth has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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