Charles Frank Tourangeau

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2001 → 08/2023
  Hantz Financial Services, Inc.
  Southfield, MI
• 08/2023 → Present
  Raymond James & Associates, Inc.
  Grosse Pointe, MI

Previous Registrations

• 2011-02-02 → 2023-08-30
  Hantz Financial Services, Inc.
  Southfield, MI
  Marquette, MI
  Atlanta, GA
  Shelby Township, MI
  Clinton Township, MI
  Taylor, MI
  Clinton Township, MI

Other Businesses

Grosse Point Academy No 171 Lake Shore Rd, Grosse Pointe Farms, MI 48236 board member / trustee Secretary Trustee 2015 2 hours 0 Take Notes/ Driving board meetings. Private school

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-04-15
• S63 Uniform Securities Agent State Law Examination
  2001-06-11

Other Names

• Charles Frank Tournageau