Alan Beaulieu (CRD# 5740382) is an Investment Advisor Representative working at Bellwether Wealth in Lincoln, NE and has over 14 years of experience in the finance industry.
CRD# 6059380
Rbc Capital Markets, LLC
CRD# 5639065
Lpl Financial LLC
CRD# 4474690
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bellwether Advisors, Llc Dba Bellwether Wealth | Lincoln, NE | Mar 2019 - Current | 5 |
| Hardi | Columbus, OH | Sep 2009 - Current | 14 |
| National Association Of Wholesaler-distributors | Washington, DC | Jul 2009 - Current | 14 |
| Beaubros LLC | Boscawen, NH | Sep 2008 - Current | 15 |
| Institute For Trend Research | Boscawen, NH | Oct 1990 - Current | 33 |
| Kestra Financial Services, Inc. | Austin, TX | Apr 2016 - Mar 2019 | 2 |
| Nfp Securities Inc. | Manchester, NH | Jun 2014 - Apr 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2010 |
- NH
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Total Assets Under Management517MILLIONS
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Total Number of Accounts1,119ACCOUNTS
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Average Account Value$461,675
- A percentage of assets under your management
- Hourly charges
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- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IA, IL, LA, MI, MN, NC, NE, NH, OH, OR, PA, TN, TX, WI
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