professional profile
Robert N Auclair, CFP
Overview
Robert N Auclair is an insurance agent and an investment adviser representative based in East Greenwich, RI, with 28 years in the industry.
- Years in the industry
- 28
- States licensed
- 5
- States registered
- 2
- Carrier appointments
- 21
Contact
2 business emails and 2 phone numbers on file
Registrations and licenses
- Licensed in 5 states
- Registered in 2 states
3 lines of authority, with every state and its dates
Firms
- Balanced Wealth Management, LLC.Current firm
Employment history since 2005
Carriers
21 active carrier appointments
Book and practice
Firm assets under management on file
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