James BeaulieuCRD Number: 5618166
Current Firm: Signator Investors, Inc.
James Beaulieu (CRD# 5618166) is an Investment Advisor Representative working at Signator Investors, Inc. in Warwick, RI and has over 7 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Balanced Wealth Management, LLC
Financial Independence, LLC
|Jhfn Sii||Warwick, RI||Nov 2008 - Current||9|
|The Meriden Group Inc.||Newport, RI||Apr 1992 - Current||25|
|Rjj Deli Inc Dba The Wharf Pub & Restaurant||Newport, RI||Jun 1986 - Current||31|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2010|
Total Assets Under Management2,196MILLIONS
Total Number of Accounts25,384ACCOUNTS
Average Account Value$86,500
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV