George
Gardner

Db & C Advisors, LLC

CRD#4036150
Investment Advisor
in Holland, MI

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About this Advisor

George Gardner is a financial advisor based in Holland, Michigan, working with Db & C Advisors, LLC. George has previously held positions at Lpl Financial LLC, Db & C Advisors, LLC, Db + C Investment Services, LLC, and Deboer Baumann & Company Plc. George has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, George is part of Db & C Advisors, LLC, which operates out of Holland, Michigan. The firm has 1 office and 8 employees. The firm manages assets totaling $189.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Db & C Advisors, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

355 Settlers Road Suite 310
Holland, MI 49423

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Db & C Advisors, LLC Brokerage Details

Total Assets Under Management

$189,138,739

MI Average: $943,424,332
Total Number of Employees

8

MI Average: 21
Total Number of Accounts

874

MI Average: 1,586
Average Account Size

$216,406

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

George Gardner Work History

2011 - Present (13 years)

Db & C Advisors, LLC

2002 - Present (22 years)

Db + C Investment Services, LLC

1990 - Present (34 years)

Deboer Baumann & Company Plc

2010 - 2018 (8 years)

Lpl Financial LLC

Disclosures

Please visit the SEC profile of George Gardner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Db & C Advisors, LLC

Shannon Simon
Grand Haven, MI
Kaileigh Eddy
Holland, MI
Daniel O'Mealey
Holland, MI
Douglas Plamondon
Holland, MI
Steven Darrow
Holland, MI
George Gardner
Holland, MI
Mark Veenstra
Holland, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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