Charles Rushmore is a registered investment advisor, based in Grand Rapids, MI, with 28 years of industry experience.
Location
2674 Kraft Ave SE, Grand Rapids, MI, 49546
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles is the President of L2 Advisors LLC, offering investment and insurance sales and services, dedicating nearly full-time hours. He is also the President of Great Lakes Tax Team, LLC, focusing on tax planning and preparation, dedicating a significant amount of time during tax season, and owns Artisans at Honey Creek, LLC, a woodworking and craft business, and residential rental property.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
Previous Registrations
USA Financial Securities LLCBroker
USA Financial Securities Corporation
Planmember Securities Corporation
Planmember Securities Corporation
Planmember Securities CorporationBroker
Legend Advisory CORP
Legend Equities CorporationBroker
American United Life Insurance CompanyBroker
Aul Equity Sales CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.