Charles Rayburn West
Investment adviser representative at Rayburn West Financial Services
8 yearsExperience
1 stateRegistered in
$242.6MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
8 years in the industry.
- Rayburn West Financial ServicesOct 2008 to now
- Purshe Kaplan Sterling InvestmentsOct 2009 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (TN).
Rayburn West Financial Services
Legal name: Rayburn West Financial Services LLC
$242.6MAssets managed
142Clients
2Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2205187
- Firm CRD
- 145264