As a Financial Advisor with Edward Jones I enjoy the opportunity to serve individual investors on a one-to-one basis. I take a comprehensive approach by getting to know you, understanding your goals, and developing individualized strategies to help you reach them.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 5430557
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Nov 2014 - Current | 9 |
| Usi Consulting Group | Glastonbury, CT | May 2014 - Nov 2014 | < 1 |
| Rockville Bank | South Glastonbury, CT | Jun 2013 - May 2014 | < 1 |
| Gardiners Market | South Glastonbury, CT | Jan 2009 - May 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2015 |
- RI
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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