James Michaud, financial advisor Fall River MA

James Michaud

CRD Number: 4274650
Current Firm: Avantax Advisory Services

James Michaud (CRD# 4274650) is an Investment Advisor Representative working at Avantax Advisory Services in Fall River, MA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Advisory Services Fall River, MA Sep 2007 - Current 13
Paul B. Sullivan Insurance Agency, Fall River, MA Aug 2004 - Current 16
Avantax Investment Services, Inc. Fall River, MA May 2004 - Current 16
Robert W Michaud, Cpa Fall River, MA Dec 2003 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2000
S65 NASAA Investment Advisors Law Examination Aug 2007
Contact Info for James J. Michaud
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    25,698
    MILLIONS
  • Total Number of Accounts
    94,400
    ACCOUNTS
  • Average Account Value
    $272,227
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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