Joanne Desjardins (CRD# 2682672) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Washington, DC and has over 26 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 5954281
Mercer Global Advisors Inc.
CRD# 4605616
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rbc Capital Markets, LLC | Washington, DC | Sep 2014 - Current | 9 |
| Morgan Stanley Smith Barney | Washington, DC | Jun 2009 - Sep 2014 | 5 |
| Morgan Stanley & Company Incorporated | Washington, DC | Apr 2008 - Sep 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1998 |
- DC
- TX
- VI
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Total Assets Under Management201,264MILLIONS
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Total Number of Accounts451,404ACCOUNTS
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Average Account Value$445,862
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
- Other
AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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