Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Reagle is an investment advisor representative at GSB Wealth Management, LLC, a registered investment advisor with offices in Guilford, Connecticut. Charles has been in the industry since 2011 and holds a Series 65 license. Charles is also an adjunct lecturer at Southern Connecticut State University in New Haven, Connecticut. Charles's investment advisory firm focuses on providing financial planning, portfolio management, and other advisory services to individuals, high net worth individuals, corporations, and charitable organizations. The firm has over $475 million in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Ad-hoc services, consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CT
11/26/2019 - Present
GSB Wealth Management, LLC (GUILFORD CT)
IA
Issued 04/26/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Charles Reagle is the right advisor for you? Invested Better is here to help.
