Raymond James & Associates
46yrs
Top advisor by experience in St, Louis
21yrs
Charles Fagan
Full name on record: Charles Matthew Fagan
Financial advisor at Raymond James & Associates
Based in St, Louis, Missouri, Charles Fagan is a fiduciary financial advisor with 21 years of industry experience. Charles joined Raymond James & Associates in 2019, a firm offering financial planning, investment management, and retirement plan consulting. Charles holds the CFP® designation.
One of 5284 advisors with offices in St, Louis, and one of 4885 fiduciaries.
At a glance
Experience21 years (since 2006)
How that compares ?More experience than 66% of advisors in Missouri
Office9900 Clayton Road, St, Louis, MO 63124
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?1 state
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowRaymond James & Associates, Inc.Current firm
Questions to ask Charles
Tailored to Charles’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Charles
How do I contact Charles?
Call Raymond James & Associates at 727-567-1000 and ask for Charles Fagan. Charles works from the St, Louis, MO office.
How long has Charles been a financial advisor?
Charles has been in the industry since 2006, about 21 years. More experience than 66% of advisors in Missouri.
What licenses does Charles hold?
Series 66. Tap any license on this page to see what it allows.
Is Charles a fiduciary?
Charles is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Charles paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Charles for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Raymond James & Associates
44yrs
Top 1% by experience in St, Louis
LPL Financial
43yrs
Top 1% by experience in St, Louis
Raymond James & Associates
43yrs
Top 1% by experience in St, Louis
Osaic Wealth
43yrs
Top 1% by experience in St, Louis
LPL Financial
43yrs
Top 1% by experience in St, Louis