Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlton? Claim Your ProfileCarlton Jacobson is a registered investment advisor representative in Michigan. Carlton has over 20 years of experience in the financial services industry. Carlton is associated with Good Life Advisors, LLC, a registered investment adviser. Carlton holds the Series 63, Series 66, and Series 7 licenses. Carlton's current firm is Good Life Advisors, LLC, located in Plainwell, Michigan. Carlton previously was associated with LPL Financial LLC, PNC Investments, NatCity Investments, Inc., Hornor, Townsend & Kent, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Carlton provides investment advisory services through Good Life Financial Advisors, an independent investment advisor firm.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Planning subscription fee
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MI
01/16/2019 - Present
Good Life Advisors, LLC (Plainwell MI)
MI
01/14/2019 - 01/15/2020
LPL FINANCIAL LLC (PLAINWELL MI)
MI
03/15/2013 - 12/10/2018
LPL FINANCIAL LLC (KALAMAZOO MI)
MI
11/13/2009 - 03/14/2013
PNC INVESTMENTS (PORTAGE MI)
MI
05/15/2007 - 11/13/2009
NATCITY INVESTMENTS, INC. (DELTON MI)
MI
12/10/1999 - 06/04/2007
HORNOR, TOWNSEND & KENT, INC. (KALAMAZOO MI)
MN
01/14/1998 - 12/21/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/14/1998 - 12/21/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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