HB
CFP
HB
CFP

Holly Boucher

25 Years of Experience
Lincoln, NE
Broker

Holly Boucher is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Lincoln, NE, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

2930 Ridge Line Road, Suite 111, Lincoln, NE, 68516

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Holly is the CEO of Vagabond Ventures, a single-member LLC, since 2018. She dedicates minimal time to this personal investment activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
July 2015 - Present · 10 yrs 10 mos
Raymond James & Associates, INC.Broker
June 2015 - Present · 10 yrs 11 mos
Previous Registrations
RBC Capital Markets, LLC
October 2004 - July 2015 · 10 yrs 9 mos
RBC Capital Markets, LLCBroker
September 2004 - July 2015 · 10 yrs 10 mos
Financial Network Investment Corporation
May 2004 - October 2004 · 5 mos
Financial Network Investment CorporationBroker
May 2004 - October 2004 · 5 mos
Edward JonesBroker
March 2003 - May 2004 · 1 yr 2 mos
Pittenger & Anderson INC
March 2002 - January 2003 · 10 mos
Kirkpatrick, Pettis, Smith, Polian INC.Broker
December 1993 - June 1995 · 1 yr 6 mos
State Registrations32 states
AKARAZCACOFLIAIDILKSKYMAMDMIMNMONENJNMNVNYOKORPASCSDTNTXUTVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.