Joplin
Wallace
Mascoma Wealth Management
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About this Advisor
Joplin Wallace is a financial advisor based in Burlington, Vermont, working with Mascoma Wealth Management. Joplin has previously held positions at Susquehanna University, Latham House Tavern, Leadersup, Bayson Company, Ledyard National Bank, Mascoma Bank, and Mascoma Wealth Management. Joplin has passed the Series 65 regulatory exam and is registered to provide services in Vermont. Currently, Joplin is part of Mascoma Wealth Management, which operates out of Burlington, Vermont. The firm has 2 offices and 14 employees. The firm manages assets totaling $504.7 million and serves both charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Mascoma Wealth Management is asset-based.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mascoma Wealth Management Brokerage Details
$504,692,004
14
1,127
$447,819
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Joplin Wallace Work History
Mascoma Wealth Management
Mascoma Bank
Ledyard National Bank
Bayson Company
Bayson Company
Leadersup
Latham House Tavern
Susquehanna University
Disclosures
Please visit the SEC profile of Joplin Wallace 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 Mascoma Wealth Management
Burlington, VT
Hanover, NH
Hanover, NH
Hanover, NH
Burlington, VT
Burlington, VT
Hanover, NH
Hanover, NH
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