CG
Charles Green
from Springboard Asset Management LLC
Charles Green is a financial advisor based in Connecticut, Cheshire,
with 29 years of experience. Charles currently works for
Springboard Asset Management LLC.
Charles maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Charles Green works at Springboard Asset Management LLC
Springboard Asset Management LLC is a financial advisory firm based in Cheshire, Connecticut. It currently has approximately $97,757,601 of assets under management and employs about 2 people. Springboard Asset Management LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
9 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
355 Highland Avenue, Suite 201, Cheshire, Connecticut, 6410
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