Charles Allan Bosworth

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 03/2015 → Present
  Raymond James Financial Services
  Winter Park, FL
• 04/2015 → Present
  Raymond James Financial Services Advisors Inc.
  Winter Park, FL
• 10/2017 → Present
  Chuck Bosworth, Cfp
  Orlando, FL
• 07/2015 → Present
  Bcw Financial Consultants, Llc
  Orlando, FL
• 10/2017 → Present
  Bosworth Financial, Llc
  Orlando, FL
• 06/2019 → 11/2023
  Bcw Financial Consultants, Llc
  Orlando, FL

Previous Registrations

• 2006-02-06 → 2015-03-23
  Raymond James & Associates, Inc.
  Orlando, FL
• 2005-01-05 → 2006-06-26
  Principium Investments Llc
  Winter Park, FL
• 2003-04-23 → 2005-01-10
  Banc Of America Investment Services, Inc.
  Orlando, FL
• 1995-09-14 → 2003-03-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orlando, FL

Other Businesses

(1)Name of Business: Bosworth Financial, LLC Address: 1400 West Fairbanks Ave, Suite 104, Winter Park, FL, 32789, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 10/19/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Bosworth Financial, LLC is the corporate entity through which I received my financial advisory practice fees into and conduct the business of my advisory practice. I am the sole owner. (2)Name of Business: Tax Prep Address: 3023 Crystal Oak Ct., Orlando, FL, 32806, United States Activity Type: Tax Preparation Position/Title: Owner/Proprietor Investment Related: No Start Date: 10/19/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Individual 1040 Tax Planning and Preperation

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-10-06
• S63 Uniform Securities Agent State Law Examination
  1995-09-22

Designations

• Certified Financial Planner

Other Names

• Chuck Bosworth
• Charles A Bosworth