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Bouquet Boulter

16 Years of Experience
Austin, TX
Broker

Bouquet Boulter is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Austin, TX, with 16 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1250 S. Capital of Texas Hwy Bldg 1 - Suite 101, Austin, TX, 78746

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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

Bouquet is a 1% owner of Boulter Consulting, Inc., but has no responsibilities in running the company. Bouquet also works at Southside Bank and Southside Investment Services, spending about half of their time providing sales support and financial planning services.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2014 - Present · 11 yrs 7 mos
Raymond James Financial Services, INC.Broker
February 2014 - Present · 12 yrs 3 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
September 2000 - September 2002 · 2 yrs
Raymond James Financial Services, INC.Broker
July 1998 - July 2000 · 2 yrs
State Registrations15 states
ALARCOILINMDNJNMNYOKSDTNTXUTVA
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.
Bouquet Boulter - Financial Advisor | TrueAdvisor