Corey BoudmanCRD Number: 5329928
Current Firm: Vanguard Advisers, Inc.
Corey Boudman (CRD# 5329928) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 15 years of experience in the finance industry.
Lpl Financial LLC
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
|The Vanguard Group Inc.||Malvern, PA||Apr 2007 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2007|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
Total Assets Under Management338,871MILLIONS
Total Number of Accounts602,258ACCOUNTS
Average Account Value$562,667
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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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