Wjl Financial Advisors

Wjl Financial Advisors (CRD# 169711) is a financial advisory firm headquartered in , . They manage $20,000,000 in 94 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $212,766
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, MN, NJ

Financial Advisors at Wjl Financial Advisors
Showing 1 - 2 of 2 top financial advisors.
1
William J. Lachance
CRD#: 6268637
Chatham, NJ
90
Wealthminder
score

William Lachance (CRD# 6268637) is an Investment Advisor Representative working at Wjl Financial Advisors in Chatham, NJ and has over 4 years of experience in the finance industry.

2
James A. Moore
CRD#: 1570678
Sandy Hook, CT
87
Wealthminder
score

James Moore (CRD# 1570678) is an Investment Advisor Representative working at Wjl Financial Advisors in Sandy Hook, CT and has 1 year of experience in the finance industry.

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