Charles Ybema (CRD# 2864900) is an Investment Advisor Representative working at Arcadia Investment Management Corp in Kalamazoo, MI and has over 26 years of experience in the finance industry.
CRD# 5287793
Huntington Financial Advisors
CRD# 6573407
Lpl Financial LLC
CRD# 6332865
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Arcadia Investment Management Corp | Kalamazoo, MI | Oct 2020 - Current | 3 |
Gimbal Capital Management | Grandville, MI | Sep 2014 - Current | 9 |
Northwood University | Grand Rapids, MI | Jan 2012 - Aug 2014 | 2 |
Itt Technical Institute | Wyoming, MI | Sep 2009 - Aug 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1998 |
S65 | NASAA Investment Advisors Law Examination | Jan 1998 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2012 |
- FL
- MI
- NC
- TX
-
Total Assets Under Management586MILLIONS
-
Total Number of Accounts344ACCOUNTS
-
Average Account Value$1,703,692
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, IL, MI, NC, TX
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