Carlton Jacobson (CRD# 2427944) is an Investment Advisor Representative working at Good Life Advisors, LLC in Plainwell, MI and has over 26 years of experience in the finance industry.
CRD# 5287793
Huntington Financial Advisors
CRD# 2455314
West Michigan Advisors, LLC
CRD# 6573407
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Plainwell, MI | Jan 2019 - Current | 5 |
| Good Life Advisors, LLC | Plainwell, MI | Jan 2019 - Current | 5 |
| Lpl Financial LLC | Charlotte, NC | Mar 2013 - Dec 2018 | 5 |
| Lake Michigan Credit Union | Kalamazoo, MI | Mar 2013 - Dec 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2014 |
- MI
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Total Assets Under Management2,896MILLIONS
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Total Number of Accounts16,544ACCOUNTS
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Average Account Value$175,049
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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