Charles Raburn West

Employer firm

Rayburn West Financial Services CRD 145264

$243M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 08/2020 → 05/2021
  Vanderbilt Owen Graduate School Of Management
  Nashville, TN
• 06/2016 → 05/2020
  University Of Tennessee
  Knoxville, TN
• 06/2019 → 08/2019
  Creditsights
  New York, NY
• 06/2021 → 03/2022
  Piper Sandler
  Atlanta, GA
• 03/2022 → 04/2025
  Stifel
  New York, NY
• 05/2025 → Present
  Rayburn West Financail Services
  Nashville, TN

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-06
• S63 Uniform Securities Agent State Law Examination
  2024-03-22

Other Names

• Charles Rayburn West
• Charles Raburn West
• Charles Raburn West