Charles Barnett Rathmell - Morgan Stanley Financial Advisor - SANTA ANA, CA
Morgan Stanley
Charles Barnett Rathmell, CFP, CIMA
Vice President, Wealth Management
Wealth Advisor
2677 NORTH MAIN STREET 10TH FL
SANTA ANA, CA 92705
tel: (714) 648-3483
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As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Education and Licensing
  • Bachelor of Arts in Business Administration
    California State University, Fullerton
  • CFP Professional Education Program
    College for Financial Planning
Honors and Recognition
  • Director's Club 1998, 2004, 2007

Charles Barnett Rathmell holds the following registrations:
Securities Agent: AZ, CA, CO, GA, ID, IL, KS, MA, ME, MN, MO, NC, NE, NM, NV, OK, OR, TX, UT, VA, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures
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