Jusmeet Virmani (CRD# 7012027) is an Investment Advisor Representative working at Copiam Wealth Management, LLC in The Colony, TX and has over 5 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Copiam Wealth Management LLC | The Colony, TX | Jan 2020 - Current | 4 |
| Ameriprise Financial Services Inc. | Plano, TX | Sep 2018 - Jan 2020 | 1 |
| Self | Plano, TX | May 2013 - Sep 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- TX
-
Total Assets Under Management19MILLIONS
-
Total Number of Accounts95ACCOUNTS
-
Average Account Value$204,361
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Educational seminars/workshops
TX
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