Joyce Bloomquist (CRD# 4923711) is an Investment Advisor Representative working at Apella Wealth in West Hartford, CT and has over 20 years of experience in the finance industry. Joyce Bloomquist has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Apella Capital, LLC | Glastonbury, CT | Jan 2021 - Current | 3 |
| Vestory Investment Advisory | Bellevue, WA | May 2019 - Dec 2020 | 1 |
| Vestory LLC | Bellevue, WA | May 2019 - Dec 2020 | 1 |
| Sagemark Wealth Management, LLC | Kirkland, WA | Jan 2008 - May 2019 | 11 |
| Pacific Asset Management, LLC | Kirkland, WA | Jan 2003 - May 2019 | 16 |
| Soundmark Wealth Management LLC | Kirkland, WA | Jan 2003 - Apr 2019 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2003 |
- CT
- WA
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Total Assets Under Management3,349MILLIONS
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Total Number of Accounts8,605ACCOUNTS
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Average Account Value$389,195
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
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