James Beaulieu, financial advisor Somers CT

James Beaulieu

CRD 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.

Similar Advisors
Richard Lopresti, financial advisor Somers CT
Richard C. Lopresti
CRD# 4297910
Milestone Asset Management Group, LLC
Similar Advisors
Ross Abbott, financial advisor Somers CT
Ross H. Abbott
CRD# 2756063
Advice And Planning Services
Similar Advisors
Danielle Accardi, financial advisor Somers CT
Danielle M. Accardi
CRD# 4385290
Lpl Financial LLC
Company Name Location Dates Years
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
Contact Info for James J. Beaulieu
Phone Number: 860-749-4138
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from James Beaulieu and other advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.