Grayson Goulet (CRD# 7878833) is an Investment Advisor Representative working at Rjl Financial Group in Ridgewood, NJ and has 1 year of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 4132890
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 718407
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Accurate Wealth Management | Ridgewood, NJ | Feb 2024 - Current | < 1 |
| Rjl Financial Group | Ridgewood, NJ | Feb 2024 - Current | < 1 |
| Michael Page | Boston, MA | Jun 2022 - Jan 2024 | 1 |
| James Madison University | Harrisonburg, VA | Aug 2021 - May 2022 | < 1 |
| Davis And Towle Insurance Group | Concord, NH | May 2021 - Aug 2021 | < 1 |
| James Madison University | Harrisonburg, VA | Sep 2020 - May 2021 | < 1 |
| Davis And Towle Insurance Group | Concord, NH | May 2020 - Aug 2020 | < 1 |
| James Madison University | Harrisonburg, VA | Aug 2019 - May 2020 | < 1 |
| The Granite Restaurant | Concord, NH | May 2019 - Aug 2019 | < 1 |
| James Madison University | Harrisonburg, VA | Aug 2018 - May 2019 | < 1 |
| Concord Country Club | Concord, NH | May 2015 - Aug 2018 | 3 |
| Tilton School | Tilton, NH | Sep 2014 - Jun 2018 | 3 |
| Shaker Road School | Concord, NH | Sep 2003 - Jun 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
| S63 | Uniform Securities State Law Examination | Apr 2024 |
- NJ
-
Total Assets Under Management37MILLIONS
-
Total Number of Accounts91ACCOUNTS
-
Average Account Value$408,317
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
NJ
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