Stacey Bouthillette, financial advisor Louisville CO
93 score

Stacey Bouthillette

CRD Number: 2980410
Current Firm: Wells Fargo Advisors Financial Network, LLC

Stacey Bouthillette (CRD# 2980410) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Louisville, CO and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC Louisville, CO Feb 2016 - Current < 1
Morgan Stanley Boulder, CO Sep 2013 - Feb 2016 2
Ubs Financial Services Inc. Boulder, CO Jul 2013 - Sep 2013 < 1
Ubs Financial Services Inc. Portland, ME Oct 2000 - Jul 2013 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2000
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for Stacey A. Bouthillette
Phone Number: 314-875-3000
Firm Website: http://www.wachovia.com
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    38,415
    MILLIONS
  • Total Number of Accounts
    131,465
    ACCOUNTS
  • Average Account Value
    $292,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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