Robert AuclairCRD Number: 2999541
Current Firm: Balanced Wealth Management, LLC
Lansdowne Wealth Management, LLC
Integrated Wealth Concepts LLC
Ameriprise Financial Services, LLC
|Balanced Wealth Management||East Greenwich, RI||Mar 2015 - Current||5|
|Balanced Wealth Management, LLC||East Greenwich, RI||Feb 2015 - Current||5|
|Randall Financial Group, LLC||Providence, RI||Nov 2005 - Current||15|
|Purshe Kaplan Sterling Investments, Inc.||Albany, NY||Jan 2006 - Apr 2011||5|
|A & R Tax & Financial Services||Uxbridge, MA||Dec 2005 - Dec 2010||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S65||NASAA Investment Advisors Law Examination||Oct 2005|
Total Assets Under Management48MILLIONS
Total Number of Accounts300ACCOUNTS
Average Account Value$160,000
- 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)
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