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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Robert Campbell (CRD# 4598624) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Kalamazoo, MI and has over 21 years of experience in the finance industry. Robert Campbell 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.
Donald Carlson (CRD# 2903454) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 25 years of experience in the finance industry.
Paul Carlson (CRD# 1021718) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kalamazoo, MI and has over 32 years of experience in the finance industry. Paul Carlson 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.
James R. Carnaghi (CRD# 6431871) is a Financial Advisor located within Michigan.
James is an independent financial planner which allows him to partner with other financial, legal, and tax professionals. This is beneficial to clients because James has access to a vast selection of financial products and services that can be implimented into their portfolio. Clients may also benefit from receiving unbiased advice through an independent professional.
Rhonda Carter (CRD# 5966272) is an Investment Advisor Representative working at Captrust Financial Advisors in Holland, MI and has over 10 years of experience in the finance industry.
Stephen Carter (CRD# 6074080) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Grandville, MI and has over 10 years of experience in the finance industry.
Sharon Case (CRD# 4161174) is an Investment Advisor Representative working at Advisory Alpha, LLC in Holland, MI and has over 24 years of experience in the finance industry.
James Casey (CRD# 4840593) is an Investment Advisor Representative working at Lpl Financial LLC in Hamilton, MI and has over 19 years of experience in the finance industry.
Calvin Chanski (CRD# 5561009) is an Investment Advisor Representative working at Captrust Financial Advisors in Holland, MI and has over 12 years of experience in the finance industry. Calvin Chanski 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.
Ken Chesterman (CRD# 4837840) is an Investment Advisor Representative working at Primerica Advisors in Hudsonville, MI and has over 19 years of experience in the finance industry.