James DufresneCRD Number: 4498359
Current Firm: H.d. Vest Advisory Services, Inc.
James Dufresne (CRD# 4498359) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Londonderry, NH and has over 14 years of experience in the finance industry.
United Planners' Financial Services Of America A Limited Partner
Signator Investors, Inc.
|H.d. Vest Advisory Services||Londonderry, NH||May 2002 - Current||14|
|H.d. Vest Investment Services||Londonderry, NH||Jan 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2002|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV