Carrie Desjardins is a CFP-designated registered investment advisor, based in Kalamazoo, MI, with 11 years of industry experience. Carrie is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2632 South 11th St., Kalamazoo, MI, 49009
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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
Carrie provides back office support for Burnham & Flower Agency's pension business, dedicating nearly full-time hours during trading hours and minimal time after. Carrie is also an independent insurance agent and completes surveys for LIFEX for minimal time each month.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Harbour Investments, INC.
Harbour Investments, INC.Broker
State Registrations9 states
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.
Exams
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