Charles Rushmore (CRD# 2996059) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Grand Rapids, MI and has over 26 years of experience in the finance industry.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Usa Financial Securities | Ada, MI | Nov 2016 - Current | 7 |
| Great Lakes Tax Team, LLC | Grand Rapids, MI | Sep 2013 - Current | 10 |
| L2 Advisors LLC | Grand Rapids, MI | Aug 2011 - Current | 12 |
| Planmember Securities Corporation | Carpinteria, CA | Jan 2005 - Nov 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1998 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2001 |
- FL
- ID
- MI
- OR
- PA
- SC
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Total Assets Under Management269MILLIONS
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Total Number of Accounts1,395ACCOUNTS
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Average Account Value$192,611
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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