Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Ronald Carl is a financial advisor with over 8 years of experience in the industry. James is currently registered with Portfolio Medics, LLC as an Investment Advisor Representative. James's previous experience includes roles with Clear Ridge Wealth Management, LLC and self-employment as a financial consultant. James has passed the Uniform Investment Adviser Law Examination (Series 65) and holds active registration as an Investment Advisor in Michigan. James offers a variety of financial planning services, including portfolio management for individuals, selection of other advisors, and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
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.
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MI
01/06/2024 - Present
Portfolio Medics, LLC (Kalamazoo MI)
IA
Issued 11/05/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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