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Charles David Cowgill

Richards Merrill Wealth Management

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About Charles David Cowgill

Charles Cowgill is a financial advisor with Richards Merrill Wealth Management, a firm based in Spokane, Washington. Charles has been in the financial services industry since May 2006. Charles holds Series 63, 66, 7, 9, 10 and 24 securities licenses. Charles is also a Certified Financial Planner. Charles has experience providing financial advice to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Charles Cowgill is currently registered with Richards Merrill Wealth Management. Richards Merrill Wealth Management is a Corporation that has been in operation since 1923. They offer a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and educational seminars. They are registered in 29 states and have a total of 943 accounts under management, totaling $395,784,920. The firm primarily serves individuals, both high-net-worth and other, as well as charitable organizations and pension and profit-sharing plans.
Richards Merrill Wealth Management

612 WEST MAIN STREET

SPOKANE, WA 99201-0645

$395.78M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Cowgill’s Registration & Firm History

WA

02/01/2024 - Present

Richards Merrill Wealth Management (SPOKANE WA)

IN

06/28/2006 - 01/10/2024

CHARLES SCHWAB & CO., INC. (Indianapolis IN)

IN

05/13/2005 - 07/07/2005

CFD INVESTMENTS, INC. (KOKOMO IN)

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Licenses & Designations

BOTH

Issued 09/16/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/20/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/25/2019

Series 24 - General Securities Principal Examination

BC

Issued 02/01/2013

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/09/2012

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles David Cowgill.
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