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William Jon Poulin

LLOYD TEVIS INVESTMENTS, LLC·LAFAYETTE, California
Clean recordLLOYD TEVIS INVESTMENTS, LLC
3658 MT DIABLO BLVD, SUITE 201, LAFAYETTE, CA 94549CRD# 1335570Firm CRD# 323061

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Jon Poulin · LAFAYETTE, CA
Registration
CRD #1335570 · LLOYD TEVIS INVESTMENTS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Jon Poulin is a registered financial advisor based in LAFAYETTE, California, affiliated with LLOYD TEVIS INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LLOYD TEVIS INVESTMENTS, LLC
LLOYD TEVIS INVESTMENTS, LLC
AUM
$297K
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at LLOYD TEVIS INVESTMENTS, LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1335570
Firm CRD# 323061
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Jon Poulin offer?
William Jon Poulin specializes in Financial Planning, Investment Management. Contact their office in LAFAYETTE, California for a consultation.
What are William Jon Poulin's credentials?
William Jon Poulin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Jon Poulin located?
William Jon Poulin is based in LAFAYETTE, California, working with LLOYD TEVIS INVESTMENTS, LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.
How does William Jon Poulin charge for services?
William Jon Poulin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LLOYD TEVIS INVESTMENTS, LLC?
LLOYD TEVIS INVESTMENTS, LLC has approximately 4 employees and manages $297K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LLOYD TEVIS INVESTMENTS, LLC

Nicholas Goodrich Torre
LAFAYETTE, CA

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Research
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