CHARLES KOLIAS is an investment adviser representative (IAR) with state registration records since 2011, appearing at 3 firms. Currently registered with CONFLUENCE WEALTH SERVICES, INC..
| Firm | From | To | Current |
|---|---|---|---|
| CONFLUENCE WEALTH SERVICES, INC. | 2021-07-02 | present | Yes |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2016-06-02 | 2021-07-12 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2011-02-22 | 2016-05-27 | — |