Joseph CroteauCRD Number: 7097488
Current Firm: Commonwealth Financial Network
Joseph Croteau (CRD# 7097488) is an Investment Advisor Representative working at Commonwealth Financial Network in Fitchburg, MA and has over 3 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Advanced Portfolio Design, LLC
Tcg Wealth Management
|Commonwealth Financial Network||Waltham, MA||Apr 2019 - Current||3|
|Technical Products Inc.||Sterling, MA||Nov 2016 - Apr 2019||2|
|Smc Ltd.||Sterling, MA||Jun 2012 - Nov 2016||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Total Assets Under Management161,853MILLIONS
Total Number of Accounts540,172ACCOUNTS
Average Account Value$299,632
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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