Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Lanford is a financial advisor with over 25 years of experience in the industry. Charles is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since 2003. Prior to that, Charles worked with Wachovia Securities, LLC, Prudential Securities Incorporated, and Dean Witter Reynolds Inc. Charles has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Charles is also a Certified Financial Planner.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
GA
07/11/2013 - Present
Raymond James Financial Services Advisors, Inc. (ROSWELL GA)
MO
07/01/2003 - 08/20/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
08/23/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/01/1997 - 10/06/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 01/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/28/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 12/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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