Dan Legault
Plus aucun poste en cours
Profil
Mr. Dan Legault is Senior Financial Advisor at StrategicPoint Investment Advisors LLC.
He joined StrategicPoint Investment Advisors in 2006.
He was named as a 2011 Recipient of the Five-Star Wealth Manager Award in the January 2011 issue of Rhode Island Monthly Magazine and Rhode Island Business Quarterly.
Mr. Legault holds a BA in Public Administration from Roger Williams University.
He has a Certificate in Financial Planning from Bryant University and is a certificant.
He is currently featured on StrategicPoint’s Making Money Updates on 630AM WPRO and 99.7 FM.
Anciens postes connus de Dan Legault
| Sociétés | Poste | Fin |
|---|---|---|
Strategic Point Investment Advisors LLC
 Strategic Point Investment Advisors LLC Investment ManagersFinance Strategic Point Investment Advisors LLC (SPIA) is a registered investment advisory firm headquartered in Providence, Rhode Island. The firm was founded by David Brochu in 1989 and is a wholly-owned subsidiary of FI Services Holdings LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPIA provides investment advisory services for a variety of clients including individuals and retirement plan sponsors under ERISA. | Gestionnaire de Portefeuille-Actions | - |
Formation de Dan Legault
| Roger Williams University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Strategic Point Investment Advisors LLC
Strategic Point Investment Advisors LLC Investment ManagersFinance Strategic Point Investment Advisors LLC (SPIA) is a registered investment advisory firm headquartered in Providence, Rhode Island. The firm was founded by David Brochu in 1989 and is a wholly-owned subsidiary of FI Services Holdings LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPIA provides investment advisory services for a variety of clients including individuals and retirement plan sponsors under ERISA. | Finance |
