Talie Cyr (CRD# 7833230) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Warren, RI and has 1 year of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
William Joseph Capital Management, LLC | Bristol, CT | Sep 2022 - Current | 1 |
Loomis Sayles | Boston, MA | Sep 2021 - Sep 2022 | 1 |
Target | North Dartmouth, MA | Sep 2020 - Sep 2021 | 1 |
Unemployed | Dighton, MA | Mar 2020 - Sep 2020 | < 1 |
Student | Dighton, MA | Nov 2013 - Mar 2020 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- RI
-
Total Assets Under Management270MILLIONS
-
Total Number of Accounts835ACCOUNTS
-
Average Account Value$323,603
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT, FL, GA, IL, MA, ME, NC, NH, NY, PA, RI, SC, TX, VA, WI
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