Charles David Cowgill
Investment adviser representative at Richards Merrill Wealth Management
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$643.6MFirm 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
20 years in the industry.
- Richards Merrill Wealth ManagementAug 2026 to now
- Richards Merrill Wealt MangementFeb 2024 to Aug 2026
- Charles Cowgill-self Employed WriterSep 2013 to Jan 2024
- Charles Schwab & Co.,incJun 2006 to Jan 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (WA).
Richards Merrill Wealth Management
Legal name: Richards, Merrill & Peterson, Inc.
$643.6MAssets managed
1,277Clients
9Advisers
8 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
- 4947735
- Firm CRD
- 713