Loran Filson (CRD# 1712782) is an Investment Advisor Representative working at Financial Advisory Corporation in Grand Rapids, MI and has over 33 years of experience in the finance industry. Loran Filson 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.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Advisory Corporation | Grand Rapids, MI | Jul 1998 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1990 |
- FL
- MI
- TX
-
Total Assets Under Management913MILLIONS
-
Total Number of Accounts1,180ACCOUNTS
-
Average Account Value$773,962
- 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
FL, MI, TX
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