Charlotte, NC Rexford Rd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$404,793,404,954
ClientsTotal clients
513,125
AdvisorsAdvisors at this office
2
Of 5,810 advisors across 937 offices
Location
2115 Rexford Rd, Ste 430
Charlotte NC 28211
Advisors at this office
2
Advisors at this office
Catherine H
CFP®, Series 63, Series 65
Charlotte, NC
Raymond James & Associates
Catherine Hunter is a CFP® professional with 27 years of industry experience, currently serving at Raymond James & Associates since 2013. She holds Series 63 and Series 65 licenses and acts as a Trustee for Hemphill. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
Eugene M
Series 63, Series 65
Charlotte, NC
Raymond James & Associates
Eugene Marx is a financial advisor at Raymond James & Associates with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. Marx is also a partner in Pittenger Investments (now South Street Partners), where he provided capital as an LLC owner. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a variety of portfolio management styles supported by extensive research and model manager options.
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