Charles Dufour (CRD# 1279085) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Woodstock, CT and has over 7 years of experience in the finance industry.
CRD# 2931681
Lpl Financial LLC
CRD# 4385290
Lpl Financial LLC
CRD# 2721484
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
William Joseph Capital Management LLC | Bristol, CT | Jan 2017 - Current | 7 |
Self Employed | Woodstock, CT | Aug 2010 - Current | 13 |
D And G Properties, LLC | Putnam, CT | Jul 1994 - Current | 29 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2017 |
- CT
-
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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