Raymond James welcomes Texas advisor managing $180 million in client assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Charles Mann to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Kirk Bell, Central division director for RJFS.
Mann owns Habit Financial in Canadian, Texas, where he is joined by branch operations coordinator Ashley Billings. He takes a comprehensive, solutions-focused approach to serving his clients which include business owners, families and individuals in or nearing retirement. Previously, he was affiliated with Edward Jones managing approximately $180 million in client assets.
“Following an extensive search, Raymond James became the clear choice for a home to build my independent practice,” said Mann. “I now have the freedom of being a business owner while backed by the firm’s considerable resources, technology and financial stability. I’m confident that this is the ideal platform to continue to put my clients first and provide them with advanced capabilities to pursue their financial goals.”
A Texas native, Mann has been a financial advisor on Main Street in Canadian for the last 13 years. He is a graduate of Texas A&M University with a degree in finance.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.23 trillion as of May 31, 2023. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Habit Financial is not a registered broker dealer and is independent of Raymond James Financial Services.