Charles Marchal Rebhan

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

• 02/2012 → 01/2021
  Ameriprise Financial Services, Inc.
  Jacksonville, FL
• 01/2021 → Present
  Raymond James Financial Services Inc.
  Jacksonville, FL
• 01/2021 → Present
  Raymond James Financial Services Advisors
  Jacksonville, FL

Previous Registrations

• 2012-02-21 → 2021-02-01
  Ameriprise Financial Services, Llc
  Ponte Vedra Beach, FL
• 2010-10-15 → 2012-03-06
  Pnc Managed Account Solutions, Inc.
  Houston, TX
• 2010-07-08 → 2010-10-15
  St Johns Wealth Management
  Jacksonville, FL

Other Businesses

1 )Name of Business: Agility Wealth Management Address: 9995 Gate Pkwy N Ste 300, Jacksonville, FL, 32246, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/29/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2) Name of Business: BCW Employee Address:9995 Gate Pkwy N Ste 300, Jacksonville, FL, 32246 United States Activity Type: Support Company - Non-Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/29/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Payroll Holding

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-28
• S63 Uniform Securities Agent State Law Examination
  1999-04-06

Other Names

• Charles M Rebhan
• Charles Marchal Rebhan