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.

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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
    30
    MILLIONS
  • Total Number of Accounts
    148
    ACCOUNTS
  • Average Account Value
    $201,351
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

CT

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