Xavier Desforges (CRD# 6374774) is an Investment Advisor Representative working at Townsquare Capital, LLC in Provo, UT and has over 9 years of experience in the finance industry.
CRD# 840425
Equitable Advisors, LLC
CRD# 6515855
Ignite Planners LLC
CRD# 6890976
Acentus Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Townsquare Capital, LLC | Provo, UT | Oct 2017 - Current | 6 |
| Allegis Investment Advisors | Idaho Falls, ID | Jul 2016 - Oct 2017 | 1 |
| Yellowstone Partners, LLC | Idaho Falls, ID | Jun 2014 - Jul 2016 | 2 |
| Lowes Hiw Inc. | Idaho Falls, ID | Jul 2007 - Jun 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2014 |
- UT
-
Total Assets Under Management8,778MILLIONS
-
Total Number of Accounts33,539ACCOUNTS
-
Average Account Value$261,712
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NM, NV, NY, OH, OR, SC, SD, TN, TX, UT, VA, WA, WY
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