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Barbara Doust-Boggess

20 Years of Experience
Bend, OR
Broker

Barbara Doust-Boggess is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bend, OR, with 20 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

255 SW Bluff Drive, Suite 200, Bend, OR, 97702

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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

Barbara works as an associate/employee for Alrohumo, LLC since 2017 and The Westhoff Group since 2024, both support companies. These activities take about half of Barbara's time or more, including a significant portion during trading hours.

Employment History
Current Registrations
Raymond James Financial Services, INC.
April 2011 - Present · 15 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2011 - Present · 15 yrs 1 mo
Previous Registrations
Wells Fargo Advisors, LLCBroker
February 2008 - March 2011 · 3 yrs 1 mo
RBC Dain Rauscher INC.
August 2005 - April 2007 · 1 yr 8 mos
RBC Dain Rauscher INC.Broker
September 2004 - April 2007 · 2 yrs 7 mos
State Registrations24 states
AZCACOFLGAHIIAIDILMOMTNMNVNYOHORPASCTXUTVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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