Janet Goulart, financial advisor East Greenwich RI

Janet Goulart

CRD Number: 2625596
Current Firm: Cambridge Investment Research Advisors, Inc.

Janet Goulart (CRD# 2625596) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in East Greenwich, RI and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Inc. Fairfield, IA Aug 2013 - Current 10
Cambridge Investment Research Advisors Inc. Fairfield, IA Aug 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1995
S65 NASAA Investment Advisors Law Examination Apr 1999
Contact Info for Janet M. Goulart
Phone Number: 641-472-5100
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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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