James Beaulieu (CRD# 1914268) is an Investment Advisor Representative working at Beaulieu & Associates, LLC in Somers, CT and has over 29 years of experience in the finance industry.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 4385290
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling | Somers, CT | Sep 2013 - Current | 10 |
| Beaulieu & Associates, LLC | Somers, CT | Aug 2013 - Current | 10 |
| Southfield Corners Condominium Association | Southfield, CT | May 2013 - Current | 10 |
| Glj Enterprises | Somers, CT | Dec 2012 - Current | 11 |
| Beaulieu & Associates, LLC | Somers, CT | Sep 2000 - Current | 23 |
| M-1 Properties | Somers, CT | Sep 2006 - May 2021 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1994 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1997 |
- CT
-
Total Assets Under Management32MILLIONS
-
Total Number of Accounts166ACCOUNTS
-
Average Account Value$189,759
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT
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