Charles Gilligan, financial advisor Gilbert AZ
93 score

Charles Gilligan

CRD 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 13 years of experience in the finance industry.

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Company Name Location Dates Years
Cssc Brokerage Services, Inc. Chandler, AZ Mar 2007 - Current 9
Self-employed Cpa Chandler, AZ Apr 2006 - Current 10
Cssc Investment Advisory Services, Inc. Chandler, AZ Nov 2002 - Current 14
Mutual Service Corporation Gig Harbor, WA Nov 2002 - Mar 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2003
Contact Info for Charles E. Gilligan
Phone Number: 248-244-7980
Firm Website: https://csscias.com
Registered State(s):
  • AZ
  • CT
  • WA
By the Numbers
  • Total Assets Under Management
    306
    MILLIONS
  • Total Number of Accounts
    820
    ACCOUNTS
  • Average Account Value
    $373,171
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VI, WA, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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