Devin Bourque, financial advisor Centerbrook CT
90 score

Devin Bourque

CRD Number: 6131704
Current Firm: Ht Partners LLC

Devin Bourque (CRD# 6131704) is an Investment Advisor Representative working at Ht Partners LLC in Centerbrook, CT and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ht Partners LLC Centerbrook, CT Aug 2013 - Current 3
Lpl Financial LLC Tampa, FL Nov 2012 - Aug 2013 < 1
Independent Financial Partners (dba Sickle Hunter Financial Adv) Tampa, FL Nov 2012 - Aug 2013 < 1
University Of Tampa Tampa, FL Aug 2009 - Dec 2012 3
Trg Associates Old Saybrook, CT Jun 2012 - Aug 2012 < 1
Morning Glory Cafe Old Lyme, CT May 2010 - Aug 2010 < 1
Morning Glory Cafe Old Lyme, CT May 2009 - Aug 2009 < 1
Rosemary Vann Cpa Niantic, CT Jan 2009 - Feb 2009 < 1
Unemployed Old Lyme, CT Sep 2008 - Dec 2008 < 1
Johnny Ad's Old Saybrook, CT Jun 2008 - Aug 2008 < 1
Lyme Old Lyme Middle School & Xavier High School Old Lyme, CT Sep 2001 - Jun 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Devin C. Bourque
Phone Number: 860-662-4197
Firm Website: http://www.htptrs.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    307
    MILLIONS
  • Total Number of Accounts
    307
    ACCOUNTS
  • Average Account Value
    $1,001,541
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CT, DE, FL, LA, NY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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