Charles Dillon Boatner

Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/2024 → Present
  Stifel
  Meridian, MS
• 10/2020 → 01/2024
  Seek Now
  Birmingham, AL
• 08/2019 → 10/2020
  Ridge Valley Exteriors
  Greenville, NC
• 10/2017 → 07/2019
  Sanderson Farms
  St. Pauls, NC
• 08/2017 → 09/2017
  Unemployed
  Meridian, MS
• 07/2017 → 07/2017
  John O'nEil Johnson Toyota
  Meridian, MS
• 07/2015 → 06/2017
  Rj Young Co.
  Meridian, MS

Other Businesses

1. Rental Property; 3490 T M Jones Rd Meridian, MS 39301; I moved into my wife's house and started renting my old home; Owner of Home/Landlord; I own the home and rent it to a tenant; 08/03/2026; 1hrs/mth; Not during securities trading hours; Investment related

Exams

• S66 Uniform Combined State Law Examination
  2024-04-18