H. Jude Boudreaux
CRD Number: 4274831Current Firm: The Planning Center, Inc.
Compensation Model: Fee Only
H. Jude Boudreaux is the founder of Upperline Financial Planning, a fee-only financial planning firm based in New Orleans. We have a unique approach that allows us to work with a broad range of clients, from those who are just beginning in their financial lives to those who have accumulated assets and are not approaching retirement. As a fee-only firm, no commissions are earned.
Jude (CRD# 4274831) is an Investment Advisor Representative working at Upperline Financial Planning, LLC in New Orleans, LA and has over 15 years of experience in the finance industry. Hank Boudreaux has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5419183
Ameriprise Financial Services, LLC
CRD# 4397919
Ubs Financial Services Inc.
CRD# 4230601
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Planning Center, Inc. | Moline, IL | Sep 2017 - Current | 6 |
| Upperline Financial Planning, LLC | New Orleans, LA | Oct 2010 - Sep 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2000 |
- LA
- TX
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Total Assets Under Management1,088MILLIONS
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Total Number of Accounts3,303ACCOUNTS
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Average Account Value$329,373
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
AK, AZ, CA, FL, IA, IL, IN, LA, MA, MN, MO, NC, NH, NY, OR, SC, TX, WA, WI
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