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Bianca Noiseux

25 Years of Experience
Bristol, CT
1 DisclosureSells Insurance

Bianca Noiseux is a registered investment advisor at William Joseph Capital Management, INC., based in Bristol, CT, with 25 years of industry experience. Bianca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,153 clients with $470M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
1,153 clients
Average Client Portfolio
$403K average
Assets Under Management
$465.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management

WJCM's advisory service fees are negotiable and range from 0.60% to 1.35% annually, billed quarterly. The fee is based on the size of the account, the relationship, and the services provided. If you engage WJCM for wealth management services, financial planning services are included in the investment management fees. Additional hourly fees may be charged for more complex financial planning services with mutual agreement.

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Location

210 Red Stone Hill Road, Suite 5, Bristol, CT, 06010

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2022
Final
Other Business ActivitiesSells Insurance

Bianca is involved in insurance sales as an insurance wholesaler through The Producers Firm, dedicating about half of her time. She also works with AAA Retire, LLC, focusing on educational and marketing activities for insurance, and Benchmark Retirement Plan Consulting, PLLC, for collecting annuity overrides.

Employment History
Current Registrations
William Joseph Capital Management, INC.
April 2020 - Present · 6 yrs
Previous Registrations
LPL Financial LLC
May 2013 - July 2018 · 5 yrs 2 mos
LPL Financial LLCBroker
October 2011 - July 2018 · 6 yrs 9 mos
Uvest Financial Services Group, INC.Broker
February 2007 - October 2011 · 4 yrs 8 mos
Webster Investment Services, INC.Broker
July 1999 - February 2007 · 7 yrs 7 mos
Liberty Securities CorporationBroker
December 1998 - July 1999 · 7 mos
State Registrations2 states
CTFL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Bianca Noiseux - Financial Advisor | TrueAdvisor