Kaileigh
Eddy

Db & C Advisors, LLC

CRD#4057321
Investment Advisor
in Holland, MI

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About this Advisor

Kaileigh Eddy is a financial advisor based in Holland, Michigan, working with Db & C Advisors, LLC. Kaileigh has previously held positions at Cetera Financial Specialists LLC, Deboer, Baumann & Company, Plc, Lpl Financial, and Db & C Advisors, LLC. Kaileigh has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Michigan. Currently, Kaileigh is part of Db & C Advisors, LLC, which operates out of Holland, Michigan. The firm has one office and eight 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 63, 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

Kaileigh Eddy Work History

2016 - Present (9 years)

Db&C Advisors, LLC

2015 - Present (10 years)

Lpl Financial

2011 - Present (14 years)

Deboer, Baumann & Company, Plc

2011 - 2015 (4 years)

Cetera Financial Specialists LLC

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Disclosures

Please visit the SEC profile of Kaileigh Eddy 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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