Dan Legault
Keine laufenden Positionen mehr
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.
Ehemalige bekannte Positionen von Dan Legault
| Unternehmen | Position | Ende |
|---|---|---|
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. | Portfolio Manager-Aktien | - |
Ausbildung von Dan Legault
| Roger Williams University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 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 |
