James
Desrocher
Keynote Financial Services, LLC
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About this Advisor
James Desrocher is a financial advisor based in Vernon Rockville, Connecticut, working with Keynote Financial Services, LLC. James has previously held positions at Edward Jones and Keynote Financial Services, LLC. James has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut. Currently, James is part of Keynote Financial Services, LLC, which operates out of Vernon Rockville, Connecticut. The firm has 2 employees and manages assets totaling $154.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Keynote Financial Services, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Keynote Financial Services, LLC Brokerage Details
$154,749,434
2
500
$309,499
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
James Desrocher Work History
Keynote Financial Services, LLC
Edward Jones
Disclosures
Please visit the SEC profile of James Desrocher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Keynote Financial Services, LLC
Vernon Rockville, CT
Vernon Rockville, CT
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