Charles Philip Staples
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 feeCommissionsOther
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
12 years in the industry.
- Raymond James Financial Services Advisors, Inc.Aug 2026 to now
- Atlantic Union BankAug 2026 to now
- Atlantic Union Financial ConsultantsAug 2026 to now
- Raymond James Financial Services, Inc.Aug 2026 to now
- U.S. Bancorp Advisors, LLCFeb 2026 to Aug 2026
- U.S. Bancorp Investments, Inc.Jul 2022 to Feb 2026
- Raymond James Financial Services AdvisorsJan 2019 to Jul 2022
- Raymond James Financial Services, Inc.Jan 2019 to Jul 2022
- Wilson Bank & TrustJan 2019 to Jul 2022
- Wells Fargo Clearing ServicesMay 2017 to Jan 2019
- Fifth Third SecuritiesMay 2016 to May 2017
- Fifth Third BankNov 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (NC).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 6671892
- Firm CRD
- 149018