James BeaulieuCRD Number: 1914268
Current Firm: Beaulieu & Associates, LLC
James Beaulieu (CRD# 1914268) is an Investment Advisor Representative working at Beaulieu & Associates, LLC in Somers, CT and has over 28 years of experience in the finance industry.
Milestone Asset Management Group, LLC
Advice And Planning Services
Lpl Financial LLC
|Beaulieu Financial Services, LLC||Somers, CT||Sep 2013 - Current||8|
|Purshe Kaplan Sterling||Somers, CT||Sep 2013 - Current||8|
|Linsco/private Ledger Corp.||Somers, CT||Aug 1997 - Sep 2013||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1994|
|S65||NASAA Investment Advisors Law Examination||Oct 1997|
Total Assets Under Management30MILLIONS
Total Number of Accounts148ACCOUNTS
Average Account Value$201,351
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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