Kimberlee Bouska
Kimberlee Bouska is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vancouver, WA, with 22 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
170 NE 192nd Avenue #401, #401, Vancouver, WA, 98684
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kimberlee works as an associate/employee providing financial advice to members at both Addison Avenue Investment Services and First Tech Fed Credit Union. Both roles take about half of Kimberlee's time each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
State Registrations18 states
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