Steven Bergeron (CRD# 2160195) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Keene, NH and has over 32 years of experience in the finance industry.
CRD# 7047829
Edward Jones
CRD# 2285905
Archer Investment Corporation
CRD# 4309276
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthcare Capital Management, Inc. | Richmond, VA | Jun 2013 - Current | 10 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2008 - Current | 16 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1991 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- NH
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Total Assets Under Management2,580MILLIONS
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Total Number of Accounts10,499ACCOUNTS
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Average Account Value$245,732
- 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)
AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV
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