Charles William Rawl
Investment adviser representative at Sunbelt Securities
17 yearsExperience
6 statesRegistered in
ChFC®, CFP® certificationDesignations
$2.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Charles W. Rawl & Associates, LLC (dba)May 2018 to now
- Sunbelt Securities, Inc.Feb 2009 to now
- C Squared Wealth / C2 Wealth (dba)Mar 2017 to May 2018
- Charles W Rawl & AssociatesJan 2013 to Feb 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 6 states (FL, MD, NM, OK, TX, WI).
Sunbelt Securities
Legal name: Sunbelt Securities, Inc.
$2.6BAssets managed
6,241Clients
63Advisers
16 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
- 2606069
- Firm CRD
- 42180