Joseph
Belisle
Dimensional Fund Advisors Lp
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About this Advisor
Joseph Belisle is a financial advisor based in Austin, Texas, working with Dimensional Fund Advisors Lp. Joseph has previously held positions at Community Clinical Research, Equitable Advisors, Davidson College, Camp Balcones, Davidson Capital Advisors, Huckabuy, Camp Balcones Springs, The Mccallie School, Davidson College Annual Giving, Davidson College Ticket Office, Dimensional Fund Advisors, and Regions Bank. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Joseph is part of Dimensional Fund Advisors Lp, which operates out of Austin, Texas. The firm has 2 offices and 1,166 employees. The firm manages assets totaling $749.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Dimensional Fund Advisors Lp includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dimensional Fund Advisors Lp Brokerage Details
$749,622,475,396
1,166
1,153
$650,149,588
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Joseph Belisle Work History
Dimensional Fund Advisors
Regions Bank
Equitable Advisors
Community Clinical Research
Camp Balcones
Davidson Capital Advisors
Camp Balcones Springs
Davidson College Ticket Office
Huckabuy
Camp Balcones Springs
Davidson College Annual Giving
Davidson College
The Mccallie School
Camp Balcones Springs
The Mccallie School
Disclosures
Please visit the SEC profile of Joseph Belisle 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 Dimensional Fund Advisors Lp
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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