Charles Prudhomme, financial advisor Portage MI
96 score

Charles Prudhomme

CRD Number: 3180275
Current Firm: Lvm Capital Management Ltd

Charles Prudhomme (CRD# 3180275) is an Investment Advisor Representative working at Lvm Capital Management Ltd in Portage, MI and has over 17 years of experience in the finance industry. Charles Prudhomme 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.

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Professional Designations
Company Name Location Dates Years
Lvm Capital Management, Ltd. Portage, MI May 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination Mar 2001
Contact Info for Charles A. Prudhomme
Phone Number: 269-321-8120
Registered State(s):
  • FL
  • IL
  • MI
By the Numbers
  • Total Assets Under Management
    441
    MILLIONS
  • Total Number of Accounts
    829
    ACCOUNTS
  • Average Account Value
    $531,644
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
Types of Clients
Registered States

FL, IL, MI, OH, TX, VI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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