James Barchiesi (CRD# 5350576) is an Investment Advisor Representative working at P3 Capital in Weston, CT and has over 16 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 6255377
Abbondandolo Wealth Management Corp
| Company Name | Location | Dates | Years |
|---|---|---|---|
| P3 Capital | Norwalk, CT | Oct 2020 - Current | 3 |
| Integrated Wealth Strategies, LLC | Stroudsburg, PA | Sep 2015 - Current | 8 |
| Worksite Ventures, Worksite Capital Partners, LP | Stroudsburg, PA | Aug 2015 - Current | 8 |
| Innovation Garden, LLC | Stroudsburg, PA | Dec 2014 - Current | 9 |
| U.s. Immigration & Customs Enforcement Foundation | Stroudsburg, PA | Oct 2013 - Current | 10 |
| Worksite Ventures, Worksite Capital Partners, LP | Stroudsburg, PA | Jan 2011 - Aug 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2007 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- CT
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts19ACCOUNTS
-
Average Account Value$182,589
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.