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Beau Gaudreau
20 Years of Experience
Portland, ME
1 DisclosureBroker
Beau Gaudreau is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Portland, ME, 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
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Location
970 Baxter Blvd, Suite 204, Portland, ME, 04103
Get directionsHistory
Regulatory History (1)
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Criminal
July 2023Final Disposition
Other Business Activities
Beau owns two rental properties, one in Old Orchard Beach, ME, and another in South Portland, ME. He spends minimal time on these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2023 - Present · 2 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Edward Jones
September 2009 - May 2023 · 13 yrs 8 mos
Edward JonesBroker
January 2006 - May 2023 · 17 yrs 4 mos
State Registrations9 states
AZCTFLIDMAMENHNYTX
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.