Leo Boisvert
Leo Boisvert is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Myers, FL, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
12590 Whitehall Drive, Suite 2, Fort Myers, FL, 33907
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2001Customer Dispute
February 1999Other Business ActivitiesSells Insurance
Leo is a co-owner of multiple entities, including Private Wealth Consultants, LLC (facilitating securities, advisory, and insurance business), Grappler, LLC (receiving payments from tax business), and Private Wealth Tax Advisory, LLC (offering tax preparation and advisory services). Leo also works as an adjunct professor at Lifelong Learning Institute and Florida Gulf Coast University, and creates and sells personal art as a sole proprietor.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Mcdonald Investments INC.Broker
Raymond James & Associates, INC.Broker
State Registrations36 states
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