Donna Cournoyer (CRD# 5694052) is an Investment Advisor Representative working at Moore Financial Advisors, Ltd. in Middletown, RI and has 1 year of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 836683
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Moore Financial Advisors, Ltd | Watertown, MA | Jan 2023 - Current | 1 |
| Salve Regina University | Newport, RI | Oct 2022 - Jan 2023 | < 1 |
| Salve Regina University | Newport, RI | Sep 2011 - Oct 2022 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- RI
-
Total Assets Under Management101MILLIONS
-
Total Number of Accounts450ACCOUNTS
-
Average Account Value$223,696
- 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
MA, RI
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