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Charles Lindholm
29 Years of Experience
Grand Rapids, MI
1 DisclosureBroker
Charles Lindholm is a registered investment advisor at Raymond James & Associates, INC., based in Grand Rapids, MI, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
51 Ionia Ave. SW, Floor 2, Grand Rapids, MI, 49503
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2018Denied
Other Business Activities
Charles is the CEO of Let These Animals Live, a non-profit organization, since 2018. He dedicates about 10-20% of his time to this role, with a few hours per week during trading hours.
Employment History
Current Registrations
Raymond James & Associates, INC.
September 2018 - Present · 7 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
Ameriprise Financial Services, INC.
August 2012 - October 2018 · 6 yrs 2 mos
Ameriprise Financial Services, INC.Broker
August 2012 - October 2018 · 6 yrs 2 mos
Raymond James & Associates, INC.
October 2010 - August 2012 · 1 yr 10 mos
Raymond James & Associates, INC.Broker
July 2008 - August 2012 · 4 yrs 1 mo
Natcity Investments, INC.Broker
May 2005 - August 2008 · 3 yrs 3 mos
Wells Fargo Investments, LLC
December 2003 - March 2005 · 1 yr 3 mos
Wells Fargo Investments, LLCBroker
November 2003 - March 2005 · 1 yr 4 mos
Charles Schwab & CO., INC.Broker
February 1998 - October 2003 · 5 yrs 8 mos
Prudential Securities IncorporatedBroker
December 1995 - December 1997 · 2 yrs
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.