Charles HenryCRD 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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|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|
Total Assets Under Management40MILLIONS
Total Number of Accounts250ACCOUNTS
Average Account Value$160,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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