Dennis Voigt (CRD# 5813766) is an Investment Advisor Representative working at Bascomb Madison & James Capital Management in Essex Junction, VT and has over 18 years of experience in the finance industry.
CRD# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
CRD# 1978980
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Bascomb Madison & James Capital Management, Llc (154148) | Essex Junction, VT | Aug 2009 - Current | 14 |
Dwv Cpa Pc | Essex Junction, VT | Sep 1990 - Current | 33 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
- VT
-
Total Assets Under Management106MILLIONS
-
Total Number of Accounts42ACCOUNTS
-
Average Account Value$2,524,843
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
VT
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