William Joslyn (CRD# 7362745) is an Investment Advisor Representative working at Cpr Investments Inc. in Latham, NY and has over 5 years of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cpr Investments, Inc. | Latham, NY | Dec 2018 - Current | 5 |
| Prime Communications | Sugarland, TX | Dec 2018 - Current | 5 |
| Scautub Agency, LLC | Scotia, NY | Jan 2018 - Sep 2022 | 4 |
| Gennaros Pizza | Saratoga, NY | Nov 2018 - Dec 2018 | < 1 |
| Ny Long Terracare Brokers | Clifton Park, NY | Apr 2016 - Dec 2018 | 2 |
| Executive Cellular Phones | Saratoga, NY | Sep 2018 - Nov 2018 | < 1 |
| Fierros Pizza | Greenfield Center, NY | Apr 2015 - Apr 2018 | 3 |
| National Life Group | Saratoga Springs, NY | Apr 2016 - May 2017 | 1 |
| Saratoga Schools | Saratoga Springs, NY | Dec 2008 - Jun 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- NY
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Total Assets Under Management295MILLIONS
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Total Number of Accounts3,510ACCOUNTS
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Average Account Value$84,112
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
AZ, CA, CT, FL, GA, IL, KY, MA, MI, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA
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