Brian Bouchard, financial advisor Narragansett RI
93 score

Brian Bouchard

CRD Number: 3030083
Current Firm: Usaa Investment Management Company

Brian Bouchard (CRD# 3030083) is an Investment Advisor Representative working at Usaa Investment Management Company in Narragansett, RI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Usaa Investment Management Company Narragansett, RI Nov 2015 - Current 1
Wells Fargo Funds Distributor Boston, MA Aug 2015 - Nov 2015 < 1
Thornburg Securities Corporation Santa Fe, NM Mar 2011 - Aug 2015 4
Morgan Stanley Smith Barney Purchase, NY Jun 2009 - Feb 2011 1
Morgan Stanley & Company Incorporated Purchase, NY Apr 2008 - Feb 2011 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hartford, CT Aug 2004 - Apr 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Mar 1999
Contact Info for Brian P. Bouchard
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    23,291
    MILLIONS
  • Total Number of Accounts
    131,832
    ACCOUNTS
  • Average Account Value
    $176,670
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
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

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

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