Eugene Ray Charles
Investment adviser representative at Raymond James & Associates, Inc.
10 yearsExperience
1 stateRegistered in
$501BFirm assets
51 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Raymond James & Associates, Inc.Jul 2024 to now
- UnemployedDec 2023 to Jul 2024
- Agw Capital AdvisorsAug 2021 to Dec 2023
- Cassidy & CompanyJul 2018 to Aug 2021
- Lion Street AdvisorsJul 2018 to Aug 2021
- Lion Street FinancialJul 2018 to Aug 2021
- USAA Investment Management CompanyJan 2018 to Jul 2018
- USAA Financial Advisors, IncJul 2016 to Jul 2018
- USAA Financial Planning ServicesJun 2016 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 5822118
- Firm CRD
- 705