Barbara Doust-Boggess, financial advisor Bend OR

Barbara Doust-Boggess

CRD Number: 4652312
Current Firm: Raymond James Financial Services Advisors, Inc.

Barbara Doust-Boggess (CRD# 4652312) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bend, OR and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
The Westhoff-henderson Group Bend, OR Sep 2023 - Current < 1
Alrohumo, LLC Bend, OR Oct 2018 - Current 5
J Bar B Ranch Bend, OR Oct 2013 - Current 10
Raymond James Financial Services Bend, OR Apr 2011 - Current 13
Raymond James Financial Services Advisors, Inc. Bend, OR Apr 2011 - Current 13
Acuity Wealth Advisors Bend, OR Mar 2014 - Nov 2017 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2005
Contact Info for Barbara E. Doust-Boggess
Phone Number: 727-567-3020
Registered State(s):
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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