Brandon Lachance (CRD# 7746039) is an Investment Advisor Representative working at Wj Financial Advisors, LLC in Killingworth, CT and has 1 year of experience in the finance industry.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2726777
Springboard Asset Management LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wj Financial Advisors, LLC | Killingworth, CT | Feb 2023 - Current | 1 |
| Johnson Brunetti | Wethersfield, CT | Jan 2021 - Jan 2023 | 2 |
| Full Time Student | East Hampton, CT | Sep 2004 - May 2021 | 16 |
| American Ladders And Scaffolds, Inc. | Glastonbury, CT | May 2020 - Jan 2021 | < 1 |
| Unemployed | East Hampton, CT | Mar 2020 - Apr 2020 | < 1 |
| Johnson Brunetti | Wethersfield, CT | Feb 2019 - Mar 2020 | 1 |
| Town Of East Hampton | East Hampton, CT | Sep 2017 - Apr 2019 | 1 |
| East Hampton Public Schools | East Hampton, CT | Jun 2017 - Feb 2019 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- CT
-
Total Assets Under Management145MILLIONS
-
Total Number of Accounts209ACCOUNTS
-
Average Account Value$694,475
- 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
CT, FL, MA, MD, NH, NY, PA
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