Charles Gilbert (CRD# 2764825) is an Investment Advisor Representative working at Citizens Securities, Inc. in Plymouth, MA and has over 27 years of experience in the finance industry.
CRD# 4676913
Ameriprise Financial Services, LLC
CRD# 723273
Compass Capital Corporation
CRD# 2010717
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Fairhaven, MA | Dec 2017 - Current | 6 |
| Bank Of America, N.a. | Lincoln, RI | Mar 2016 - Dec 2017 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln, RI | Jan 2016 - Dec 2017 | 1 |
| Ccg Capital Investments | Duxbury, MA | Jan 2015 - Jan 2016 | 1 |
| Unemployed | Duxbury, MA | Sep 2014 - Jan 2015 | < 1 |
| Natixis Global Associates | Boston, MA | Mar 2011 - Sep 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1997 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- RI
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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