Danielle Boutwell is a registered investment advisor, based in Augusta, GA, with 5 years of industry experience.
Location
147 Davis Rd, Suite B, Augusta, GA, 30907
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Danielle is an insurance agent selling insurance products through Avantax Insurance Agency and/or Avantax Insurance Services, and also serves as Director of Operations and Client Services for JLMK LLC DBA Noble Oak Financial, dedicating more than full-time hours to this role. Additionally, she holds positions as Secretary for the Augusta Estate Planning Council and as a Notary Public, requiring minimal time commitments.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 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.