Charles Beresford (CRD# 5942485) is an Investment Advisor Representative working at Long Game Financial, LLC in Longmeadow, MA and has over 8 years of experience in the finance industry.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 4385290
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Long Game Financial, LLC | Boston, MA | May 2017 - Current | 6 |
| Self Employed Investor | Centennial, CO | Apr 2010 - May 2017 | 7 |
| Ocean Road Advisors | New York, NY | Jun 2016 - Feb 2017 | < 1 |
| Compound Research | New York, NY | Dec 2014 - Jan 2016 | 1 |
| Trioaks Capital | New York, NY | Feb 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2015 |
- CA
- CO
- GA
- IL
- MA
- NY
-
Total Assets Under Management68MILLIONS
-
Total Number of Accounts142ACCOUNTS
-
Average Account Value$475,614
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, CO, GA, IL, MA, NY
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