Charles Dean Crist

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

• 08/2014 → 12/2020
  Bb&T Securities
  Ponte Vedra, FL
• 12/2020 → Present
  Raymond James & Associates
  Saint Augustine, FL

Previous Registrations

• 2014-09-02 → 2020-12-23
  Bb&T Securities, Llc
  Ponte Vedra Beach, FL
  St. Augustine, FL
• 2000-10-01 → 2014-09-08
  Wells Fargo Clearing Services, Llc
  Saint Augustine, FL
  Saint Augustine, FL
  St. Augustine, FL
  St. Augustine, FL
  Jacksonville, FL
  St Augustine, FL

Other Businesses

1.) UNITED WAY OF ST JOHNS COUNTY: CHAIRMAN OF THE BOARD, START 9/2012, NOT INVESTMENT RELATED, NOT PUBLICLY TRADED, 117 BRIDGE ST ST AUGUSTINE FL 32084, NON-PROFIT ORG, ORGANIZE AND LEAD BOARD MEETINGS AND ANNUAL FUNDRAISING CAMPAIGN, NOT DURING NORMAL BUSINESS HRS, NO COMPENSATION. FLAGLER HEALTHCARE FOUNDATION PLANNED GIVING ADVISORY COUNCIL POSITION: Advisory Council Member NATURE: Assist with cultivating and soliciting current and future gifts to the Foundation that require the use of estate planning techniques, or that have significant financial and tax consequences. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/02/2019 ADDRESS: 400 Healthpark Blvd, St. Augustine FL 32086

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-05-22
• S65 Uniform Investment Adviser Law Examination
  1996-05-22

Other Names

• Chuch Crist
• Chuck Crist
• Charles Crist