Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Dufour is an Investment Advisor Representative at William Joseph Capital Management, Inc. in Woodstock, Connecticut. Charles has been in the financial services industry since 1984. Charles is licensed to offer investment advisory services in Connecticut. Charles is also registered as an independent insurance agent, selling life and health insurance and annuities. Charles also owns D&G Properties, LLC, a real estate investment company.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Selection of other advisers
1
2
CT
03/02/2017 - Present
William Joseph Capital Management, Inc. (Woodstock CT)
NA
06/27/1984 - 11/13/1984
FIRST INVESTORS CORPORATION
IA
Issued 03/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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