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Derek Boucher

29 Years of Experience
Melbourne, FL
1 DisclosureBroker

Derek Boucher is a registered investment advisor at LPL Financial LLC, based in Melbourne, FL, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

7331 Office Park Place Ste 300, Melbourne, FL, 32940

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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
February 2013
Settled
Employment History
Current Registrations
LPL Financial LLCBroker
May 2024 - Present · 2 yrs
LPL Financial LLC
May 2024 - Present · 2 yrs
Previous Registrations
Ameriprise Financial Services, LLCBroker
October 2009 - May 2024 · 14 yrs 7 mos
Ameriprise Financial Services, LLC
October 2009 - May 2024 · 14 yrs 7 mos
Ameriprise Advisor Services, INC.
July 2003 - October 2009 · 6 yrs 3 mos
Rsm Mcgladrey, INC.
March 2003 - July 2003 · 4 mos
Ameriprise Advisor Services, INC.Broker
January 1997 - October 2009 · 12 yrs 9 mos
State Registrations16 states
ALCACTFLGAKSMDMENCNHNYOHPATXVAWV
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.