Carrie Desjardins (CRD# 5643302) is an Investment Advisor Representative working at Harbour Investments, Inc. in Kalamazoo, MI and has over 6 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 |
|---|---|---|---|
| Harbour Investments, Inc. | Madison, WI | Feb 2017 - Current | 7 |
| Burnham & Flower Agency | Kalamazoo, MI | Jan 2017 - Current | 7 |
| Zhang Financial | Portage, MI | Jun 2016 - Jan 2017 | < 1 |
| Unemployed | Schoolcraft, MI | Nov 2015 - Jun 2016 | < 1 |
| Unemployed | Willow Springs, NC | May 2015 - Nov 2015 | < 1 |
| Berkshire Hathaway Home Services Ysu Realty | Morrisbille, NC | May 2013 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- MI
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Total Assets Under Management6,102MILLIONS
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Total Number of Accounts33,564ACCOUNTS
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Average Account Value$181,798
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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