Charles GilliganCRD Number: 1910217
Current Firm: Cssc Investment Advisory Services, Inc.
Charles Gilligan (CRD# 1910217) is an Investment Advisor Representative working at Cssc Investment Advisory Services, Inc. in Gilbert, AZ and has over 15 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|Cssc Brokerage Services, Inc.||Chandler, AZ||Mar 2007 - Current||11|
|Self-employed Cpa||Chandler, AZ||Apr 2006 - Current||12|
|Cssc Investment Advisory Services, Inc.||Chandler, AZ||Nov 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2003|
Total Assets Under Management176MILLIONS
Total Number of Accounts479ACCOUNTS
Average Account Value$368,470
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VI, VT, WA, WV
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