Portia S. Carmichael,  CFP<sup>&reg;</sup> - Financial Advisor

Portia S. Carmichael, CFP®

LPL Financial

921 Stanton Dr
Naperville, IL 60540-8257
(630) 983-6360

General

Portia Carmichael is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LPL Financial in Naperville, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CSA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Investment Management, Insurance, Retirement

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Helpful Financial Planning Resources