Bradley Boulton is a CFP-designated registered investment advisor, based in Arroyo Grande, CA, with 14 years of industry experience. Bradley is also registered as a broker, so some compensation may come from commissions on products sold.
Location
214 E Branch St, Suite B, Arroyo Grande, CA, 93240
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bradley operates under the DBA Wealth Enhancement Group for his LPL business and provides investment advisory services through Wealth Enhancement Advisory Services LLC, dedicating nearly full-time hours to the latter. Bradley also owns rental real estate through Orion 3 Holdings LLC and has a business entity for tax/investment purposes.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
LPL Financial LLCBroker
Vivid Financial Management, INC.
Vivid Financial Management, INC.
Woodland Leishman & Associates
Mutual Securities, INC.Broker
National Planning CorporationBroker
Fidelity Brokerage Services LLCBroker
State Registrations33 states
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
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