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Credentials
Series 63, Series 66
Experience Industry experience
15 years
Location
Demopolis, AL 36732
Raymond James Financial
Institution
Charlton Anderson Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has worked at Raymond James since 2025 and previously was with LPL Financial and Trustmark Bank. Outside of advising, he owns and operates Anderson Farm, a cattle and timber farming business in Alabama. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and corporations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through unique affiliations.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees for planning services offered.
Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.
Hourly fees for planning and/or investment consultation services generally up to $400 per hour.
Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.
Demopolis, AL
201 N. Main Avenue
Demopolis AL 36732
Advisors at this office
1
Alabama · Texas
15 years of industry experience
Raymond James Financial Services Advisors, Inc.
2025 - Present • 1 year
Demopolis, AL
Raymond James Financial Services, Inc.
2025 - Present • 1 year
Demopolis, AL
Trustmark Bank
2014 - Present • 12 years
Demopolis, AL
LPL Financial
2014 - 2025 • 11 years
Mobile, AL
Merrill
2012 - 2014 • 2 years
Mobile, AL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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