QB
CFP
QB
CFP

Quincey Beauchaine

5 Years of Experience
Bozeman, MT
Broker

Quincey Beauchaine is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bozeman, MT, with 5 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

1482 N 15th Avenue, Suite 1, Bozeman, MT, 59715

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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

Quincey owns and operates Always B, LLC as CEO/President, which will do business as Hudak Financial Strategies, taking about half of Quincey's time. Quincey is also the owner/financial advisor for Hudak Financial Strategies, dedicating about a quarter of their time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2020 - Present · 5 yrs 8 mos
Raymond James Financial Services, INC.Broker
July 2020 - Present · 5 yrs 10 mos
State Registrations21 states
AKAZCACOFLGAIDKSMOMTNCNDNVNYOKORSDTXUTWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.