James
Dempsey
Centennial Securities Company, Inc
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About this Advisor
James Dempsey is a financial advisor who works in Grand Rapids, Michigan with a total of 1 year of relevant experience. Dempsey currently works for Centennial Securities Company, Inc. Their career trajectory has included roles at Farm Bureau Insurance, Fb Equity Sales Corporation Of Michigan and Centennial Securities Company Inc. Dempsey has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Michigan. Centennial Securities Company, Inc is a registered investment company operating out of Grand Rapids, MI. It has offices in four locations and a total of 40 people on staff. It handles $945 million in total assets among its 3,230 client accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 15 charitable organizations. Of its 3,230 customer accounts, 17% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Centennial Securities Company, Inc offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules usually are based on the financial services offered. Fees charged by Centennial Securities Company, Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Centennial Securities Company, Inc Brokerage Details
$944,792,875
40
3,230
$292,506
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
James Dempsey Work History
James has been registered as a financial advisor for 1 years.*
Centennial Securities Company Inc
Farm Bureau Insurance
Fb Equity Sales Corporation Of Michigan
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Dempsey 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 Centennial Securities Company Inc
Chicago, IL
Grand Rapids, MI
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Jenison, MI
Grand Rapids, MI
Grand Rapids, MI
Chicago, IL
Grand Rapids, MI
The content in this profile was updated by SmartAsset on 4/16/2023. 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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