George Racette, financial advisor Grand Rapids MI
93 score

George Racette

CRD Number: 1156380
Current Firm: Calder Investment Advisors

George Racette (CRD# 1156380) is an Investment Advisor Representative working at Calder Investment Advisors in Grand Rapids, MI and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Calder Investment Advisors Grand Rapids, MI May 2007 - Current 9
Stocking Investment Advisors, Inc. Grand Rapids, MI Apr 1996 - Apr 2007 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1996
S65 NASAA Investment Advisors Law Examination Feb 2010
Contact Info for George D. Racette
Phone Number: 616-235-2442
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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