Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Martin Spears is a financial advisor with over 20 years of experience in the industry. Charles is registered with Raymond James Financial Services Advisors, Inc., in Franklin, TN. Charles is also registered with the states of Tennessee and Texas, and has a Series 7 and Series 66 license. Charles previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated. Charles has expertise in providing financial planning, portfolio management, and insurance services to individuals and businesses. He is a member of the investment committee for the Missions Endowment Fund at Forest Hills Baptist Church and owns and operates several businesses, including Cordell Holdings, LLC, Foxbourne Holdings, LLC, and Highland Capital.
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
TN
04/17/2017 - Present
Raymond James Financial Services Advisors, Inc. (FRANKLIN TN)
TN
08/12/1999 - 05/16/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRANKLIN TN)
BOTH
Issued 12/28/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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