Robert Rumsey (CRD# 3165009) is an Investment Advisor Representative working at Spc in Coldwater, MI and has over 25 years of experience in the finance industry.
CRD# 5591514
Edward Jones
CRD# 6438697
Thrivent Investment Management Inc.
CRD# 5821913
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor, MI | Mar 2020 - Current | 4 |
| Accounting/cpa | Coldwater, MI | Mar 2014 - Current | 10 |
| Tibbits Plaza Properties LLC | Coldwater, MI | Mar 2014 - Current | 10 |
| R. David Rumsey Consulting | Coldwater, MI | Mar 2014 - Current | 10 |
| Branch County Abstract & Title Inc. | Coldwater, MI | Mar 2014 - Current | 10 |
| Southern Michigan Bank & Trust | Coldwater, MI | Dec 2007 - Jan 2020 | 12 |
| Raymond James Financial Services | Coldwater, MI | Mar 2014 - Apr 2017 | 3 |
| Raymond James Financial Services Advisors Inc. | Coldwater, MI | Mar 2014 - Apr 2017 | 3 |
| R. David Rumsey Investments | Coldwater, MI | Mar 2014 - Dec 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1999 |
| S66 | NASAA Uniform Combined State Law Examination | May 2020 |
- FL
- IA
- MI
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Total Assets Under Management5,563MILLIONS
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Total Number of Accounts30,541ACCOUNTS
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Average Account Value$182,147
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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