James Beaulieu (CRD# 5618166) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rocky Hill, CT and has over 14 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Warwick, RI | Nov 2018 - Current | 5 |
| Jhfn Sii | Warwick, RI | Nov 2008 - Nov 2018 | 10 |
| The Meriden Group Inc. | Newport, RI | Apr 1992 - Sep 2018 | 26 |
| Rjj Deli Inc Dba The Wharf Pub & Restaurant | Newport, RI | Jun 1986 - Sep 2018 | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2010 |
- CT
- MA
- RI
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Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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