Charles Henry, financial advisor Taylorville IL

Charles Henry

CRD Number: 2457602
Current Firm: Csh Investment Management

Charles Henry (CRD# 2457602) is an Investment Advisor Representative working at Csh Investment Management in Taylorville, IL and has over 28 years of experience in the finance industry. Charles Henry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Csh Investment Management LLC Taylorville, IL Apr 2014 - Current 8
Csh Properties Inc. Taylorville, IL Mar 2000 - Current 22
H&r Block Taylorsville, IL Dec 1993 - Current 28
Csh Investment Management Taylorville, IL May 2005 - Apr 2014 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1994
Contact Info for Charles S. Henry
Phone Number: 217-824-4211
Registered State(s):
  • IL
  • MO
By the Numbers
  • Total Assets Under Management
    40
    MILLIONS
  • Total Number of Accounts
    250
    ACCOUNTS
  • Average Account Value
    $160,000
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States

IL, MO

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