Jane McAuliffe (CRD# 3031341) is an Investment Advisor Representative working at Axis Wealth Partners, LLC in East Greenwich, RI and has over 26 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Axis Advisors LLC | 197 Warren Avenue, Suite 203, East Providence, RI | Jun 2017 - Current | 6 |
Forbes Financial Planning, Inc. | East Greenwich, RI | Jul 2015 - Jun 2017 | 1 |
Forbes Financial Planning Inc. | East Greenwich, RI | Jul 2015 - Jun 2017 | 1 |
The Shuster Group | Cumberland, RI | Jul 2013 - Jun 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1998 |
S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
- RI
-
Total Assets Under Management242MILLIONS
-
Total Number of Accounts1,479ACCOUNTS
-
Average Account Value$163,681
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, FL, MA, NH, RI
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