Brian Boudreau
Brian Boudreau is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Colorado Springs, CO, with 18 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
1763 S 8th Street, Ste 1, Colorado Springs, CO, 80905
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian owns B&K Real Estate, managing rental properties, and spends a few hours per week on it. He is also involved with Beta Financial Partners and Beta Partners Brian LLC, dedicating about 10-20% of his time to the former and about half his time or more to the latter, and owns Your TaxLady and Co, spending a few hours per week on it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
Farmers Financial Solutions, LLCBroker
State Registrations49 states
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