Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Rushmore is a financial advisor with over 20 years of experience in the financial services industry. Charles is a registered representative of USA Financial Securities LLC and holds Series 7, 24, 63, and 65 licenses. Charles specializes in providing financial advice to individuals, high-net-worth individuals, and corporations. Charles has experience with a wide range of investment products and services, including financial planning, portfolio management, and insurance. In addition to his work at USA Financial Securities LLC, Charles is also the President of L2 Advisors LLC, a firm that provides investment and insurance sales and services, as well as the President of Great Lakes Tax Team, LLC, a firm that provides tax planning and preparation services.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
01/17/2025 - Present
USA Financial Securities LLC (Grand Rapids MI)
MI
01/04/2005 - 12/02/2016
PLANMEMBER SECURITIES CORPORATION (GRAND RAPIDS MI)
FL
08/20/2001 - 02/01/2005
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
IN
10/12/1999 - 08/20/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
10/12/1999 - 08/20/2001
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
MN
03/05/1998 - 09/27/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/05/1998 - 09/27/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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