Charles Martin Spears

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

• 05/2016 → Present
  Raymond James Financial Services, Inc.
  Franklin, TN
• 05/2016 → Present
  Raymond James Financial Services Advisors Inc.
  Frankling, TN
• 05/2017 → Present
  Ssc Holdings
  Franklin, TN

Previous Registrations

• 2000-07-06 → 2016-05-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Nashville, TN
  Franklin, TN

Other Businesses

(1)Name of Business: Cordell Holdings, LLC Address: 6408 Eastbourne Dr., Brentwood, TN, 37027, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 03/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Pay Bills, LLC admin, (2)Name of Business: Forest Hills Baptist Church - Missions Endowment Fund Address: 2101 Old Hickory Blvd, Nashville, TN, 37215, United States Activity Type: Non profit Position/Title: Advisory Board Investment Related: Yes Start Date: 01/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of Investment Committee to monitor investments of a Missions Fund (3)Name of Business: Foxbourne Holdings, LLC Address: 6408 Eastbourne Dr, Brentwood, TN, 37027, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: LLC used to purchase rental real estate for investment/income purposes (4)Name of Business: Highland Capital Address: 2555 Meridian Blvd Ste 180, Franklin, TN, 37067, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/20/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: insurance policy sales

Exams

• S66 Uniform Combined State Law Examination
  1999-12-28

Other Names

• Charles M Spears
• Charles Martin Spears
• Martin Spears
• C. Martin Spears
• C Martin Spears