Gary Peloquin (CRD# 4662844) is an Investment Advisor Representative working at Westcott Investment Advisors LLC in Danielson, CT and has over 23 years 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 |
|---|---|---|---|
| Peloquin And Company LLC | Danielson, CT | Mar 1984 - Current | 40 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2001 |
- CT
-
Total Assets Under Management54MILLIONS
-
Total Number of Accounts69ACCOUNTS
-
Average Account Value$783,367
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT
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