Ann Means (CRD# 6570102) is an Investment Advisor Representative working at Sapient Investments LLC in New Hope, PA and has over 8 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Select Alternative Investments LLC | New Hope, PA | Nov 2017 - Current | 6 |
| A Means Consulting | Farmington, CT | Nov 2014 - Current | 9 |
| Select Alternative Investments | Farmington, CT | Oct 2015 - Nov 2016 | 1 |
| Unemployed | Farmington, CT | Jun 2014 - Nov 2014 | < 1 |
| Vrsim | East Hartford, CT | Feb 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
- PA
-
Total Assets Under Management42MILLIONS
-
Total Number of Accounts75ACCOUNTS
-
Average Account Value$554,775
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
PA
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