James Carnaghi, financial advisor Kentwood MI

James Carnaghi

Connect Financial

CRD Number: 6431871
Current Firm: Lpl Financial LLC
Compensation Model: Both

James R. Carnaghi (CRD# 6431871) is a Financial Advisor located within Michigan.

James is an independent financial planner which allows him to partner with other financial, legal, and tax professionals. This is beneficial to clients because James has access to a vast selection of financial products and services that can be implimented into their portfolio. Clients may also benefit from receiving unbiased advice through an independent professional.

 

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Company Name Location Dates Years
Lpl Financial LLC Cadillac, MI Jul 2021 - Current 2
Rotary Club Of Cadillac Cadillac, MI Jul 2020 - Jul 2021 1
Connect Financial Cadillac, MI Oct 2018 - Jul 2021 2
Waddell & Reed, Inc. Cadillac, MI Sep 2018 - Jul 2021 2
Various Insurance Carriers For W&r Insurance Agencies Cadillac, MI Sep 2018 - Jul 2021 2
Lifetime Financial Corporation Shelby Twp, MI Jun 2017 - Dec 2018 1
Carnaghi Financial Services, LLC Shelby Twp, MI Feb 2017 - Dec 2018 1
American General (aig) Shelby Township, MI Sep 2018 - Sep 2018 < 1
Prudential Shelby Township, MI Sep 2018 - Sep 2018 < 1
Pacific Life Shelby Township, MI Sep 2018 - Sep 2018 < 1
John Hancock Shelby Township, MI Sep 2018 - Sep 2018 < 1
City Of New Baltimore Downtown Development Authority (dda) New Baltimore, MI Aug 2017 - Sep 2018 1
Sigma Financial Corporation Ann Arbor, MI Feb 2017 - Sep 2018 1
Action Financial Management, Inc. New Baltimore, MI Feb 2017 - Sep 2018 1
Arkk Engineering Inc. Oak Park, MI Nov 2015 - Mar 2017 1
Parkland Securities, LLC Ann Arbor, MI Mar 2016 - Feb 2017 < 1
Pfs Investments Inc. Shelby Twp, MI May 2015 - Mar 2016 < 1
Primerica Financial Services Shelby Twp, MI Jun 2014 - Mar 2016 1
Oakland University Rochester, MI Sep 2013 - Nov 2015 2
Lotis Technologies, Inc. Orion, MI Apr 2012 - Nov 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2016
S63 Uniform Securities State Law Examination Jun 2015
Contact Info for James R. Carnaghi
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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, VI, VT, WA, WI, WV, WY

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BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

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