John AlmeidaCRD Number: 4533343
Current Firm: Balance Sheet Solutions LLC
John Almeida (CRD# 4533343) is an Investment Advisor Representative working at Balance Sheet Solutions LLC in Auburn, MA and has over 15 years of experience in the finance industry.
Commonwealth Financial Network
Signator Investors, Inc.
1st Global Advisors Inc.
|Cu Investment Solutions LLC||Overland Park, KS||Nov 2012 - Current||4|
|Balance Sheet Solutions, LLC||Warrenville, IL||Jun 2009 - Current||8|
|Balance Sheet Solutions LLC||Warrenville, IL||Dec 2007 - Jun 2009||1|
|Cu Investment Solutions, Inc.||Auburn, MA||Sep 2005 - Nov 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2002|
Total Assets Under Management1,062MILLIONS
Total Number of Accounts23ACCOUNTS
Average Account Value$46,172,301
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
CA, CO, IL, IN, MA, MN, NJ, NY, WI
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