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 14 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.