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Louis Bouchard

Wells Fargo Advisors
40 Years of Experience
Pittsford, NY
1 DisclosureBroker
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Louis Bouchard is a registered investment advisor at Wells Fargo Advisors, based in Pittsford, NY, with 40 years of industry experience. Louis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

20 North Main Street, Pittsford, NY, 14534

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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.
Customer Dispute
January 1996
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Louis has 100% ownership of Bouchard Financial Group since 2010, but dedicates no time to it. He also serves as co-trustee for his mother's trust and executor for his father's estate, spending minimal time on each.

Employment History
Current Registrations
Wells Fargo Advisors
April 2017 - Present · 9 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2010 - Present · 16 yrs 1 mo
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2008 - September 2010 · 2 yrs 8 mos
A. G. Edwards & Sons, INC.Broker
September 1994 - January 2008 · 13 yrs 4 mos
Dean Witter Reynolds INC.Broker
February 1990 - September 1994 · 4 yrs 7 mos
Royce Park Investments, INC.Broker
December 1986 - February 1990 · 3 yrs 2 mos
J. W. Gant & Associates, INC.Broker
October 1986 - December 1986 · 2 mos
Thomas James Associates, INC.Broker
November 1985 - September 1986 · 10 mos
State Registrations16 states
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AdvisorBrokerBoth

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.
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