Joseph Beauchamp (CRD# 7556867) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has 1 year of experience in the finance industry.
CRD# 4511557
Savant Wealth Management
CRD# 4216990
Strategic Blueprint, LLC
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Executive Wealth Management, LLC | Brighton, MI | Mar 2024 - Current | < 1 |
Executive Wealth Management, LLC | Brighton, MI | May 2023 - Mar 2024 | < 1 |
Grand Valley State University | Allendale Charter Twp, MI | Aug 2022 - May 2023 | < 1 |
Executive Wealth Management, LLC | Brighton, MI | May 2022 - May 2023 | 1 |
Grand Valley State University | Allendale Charter Twp, MI | Aug 2021 - May 2022 | < 1 |
Macksoods | Flushing, MI | May 2021 - Aug 2021 | < 1 |
Grand Valley State University | Allendale Charter Twp, MI | Aug 2020 - May 2021 | < 1 |
Macksoods | Flushing, MI | May 2020 - Aug 2020 | < 1 |
Northgate | Flint, MI | Apr 2020 - May 2020 | < 1 |
Grand Valley State University | Allendale Charter Twp, MI | Aug 2019 - May 2020 | < 1 |
Charger Properties | Flushing, MI | Jun 2019 - Aug 2019 | < 1 |
Flint Powers Catholic High School | Flint, MI | Aug 2015 - Jun 2019 | 3 |
Grossi Dental & Wellness | Flint, MI | Nov 2018 - Mar 2019 | < 1 |
St. Robert Catholic School | Flushing, MI | Aug 2013 - Jun 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- MI
-
Total Assets Under Management1,439MILLIONS
-
Total Number of Accounts7,577ACCOUNTS
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Average Account Value$189,881
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, FL, GA, IL, IN, LA, MI, MO, NC, NY, OH, PA, SC, TX, VA, WA, WI
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